Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares China Large-Cap ETF FXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FXI Stock Details FXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7K Hold
195
– – ﹤0.01% 4920
2025
Q4 		$7K Hold
195
– – ﹤0.01% 4698
2025
Q3 		$8K Sell
195
-101
-34% -$3.9K ﹤0.01% 4564
2025
Q2 		$11K Sell
296
-242
-45% -$8.47K ﹤0.01% 4236
2025
Q1 		$19K Buy
538
+100
+23% +$3.38K ﹤0.01% 3702
2024
Q4 		$13K Sell
438
-1,000
-70% -$31.5K ﹤0.01% 3711
2024
Q3 		$46K Buy
1,438
+991
+222% +$26.2K ﹤0.01% 2752
2024
Q2 		$12K Buy
447
+9
+2% +$236 ﹤0.01% 3429
2024
Q1 		$11K Buy
438
+195
+80% +$4.5K ﹤0.01% 3278
2023
Q4 		$6K Hold
243
– – ﹤0.01% 3419
2023
Q3 		$6K Hold
243
– – ﹤0.01% 3365
2023
Q2 		$7K Hold
243
– – ﹤0.01% 3276
2023
Q1 		$7K Hold
243
– – ﹤0.01% 3137
2022
Q4 		$7K Sell
243
-200
-45% -$5.17K ﹤0.01% 3000
2022
Q3 		$11K Hold
443
– – ﹤0.01% 2624
2022
Q2 		$15K Hold
443
– – ﹤0.01% 2308
2022
Q1 		$14K Hold
443
– – ﹤0.01% 2295
2021
Q4 		$16K Buy
+443
New +$17.4K ﹤0.01% 2104
2021
Q2 		$21K Hold
451
– – ﹤0.01% 1770
2021
Q1 		$21K Hold
451
– – ﹤0.01% 1770
2020
Q4 		$21K Hold
451
– – ﹤0.01% 1770
2020
Q3 		$21K Hold
451
– – ﹤0.01% 1770
2020
Q2 		$21K Hold
451
– – ﹤0.01% 1770
2020
Q1 		$21K Hold
451
– – ﹤0.01% 1770
2019
Q4 		$21K Hold
451
– – ﹤0.01% 1770
2019
Q3 		$21K Hold
451
– – ﹤0.01% 1770
2019
Q2 		$21K Hold
451
– – ﹤0.01% 1770
2019
Q1 		$21K Buy
+451
New +$19.2K ﹤0.01% 1770

Other funds holding FXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FXI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares China Large-Cap ETF (FXI) position steady in Q1 2026 at 195 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4920.

Carson Wealth (CWM LLC) first reported a position in FXI in Q1 2019 and has held it in 28 quarters since. The position peaked at $46K in Q3 2024. 342 funds tracked by Wall St. Rank hold FXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 195 shares of iShares China Large-Cap ETF worth $7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares China Large-Cap ETF share count unchanged in Q1 2026.
  • iShares China Large-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4920 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares China Large-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares China Large-Cap ETF position peaked at $46K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.