Carson Wealth (CWM LLC)’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYEM Stock Details HYEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35	Closed	-$1K	–	5478
2025 Q3	$1K	Sell	35 -153	-81%	-$3.05K	﹤0.01%	5132
2025 Q2	$4K	Buy	188 +35	+23%	+$679	﹤0.01%	4682
2025 Q1	$3K	Hold	153	–	–	﹤0.01%	4629
2024 Q4	$3K	Hold	153	–	–	﹤0.01%	4412
2024 Q3	$3K	Hold	153	–	–	﹤0.01%	4279
2024 Q2	$3K	Hold	153	–	–	﹤0.01%	4075
2024 Q1	$3K	Buy	+153	New	+$2.88K	﹤0.01%	3847
2019 Q1	–	Sell	-90	Closed	-$2K	–	3089
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	1754
2018 Q3	$2K	Sell	90 -526	-85%	-$11.9K	﹤0.01%	1525
2018 Q2	$14K	Buy	616 +507	+465%	+$11.9K	﹤0.01%	911
2018 Q1	$3K	Buy	+109	New	+$2.65K	﹤0.01%	1101
2017 Q2	–	Sell	-194	Closed	-$5K	–	1243
2017 Q1	$5K	Buy	+194	New	+$4.75K	﹤0.01%	865

Other funds holding HYEM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HYEM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q4 2025, closing a stake of 35 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HYEM in Q1 2017 and held it in 12 quarters. The position peaked at $14K in Q2 2018. 89 funds tracked by Wall St. Rank hold HYEM as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 35 VanEck Emerging Markets High Yield Bond ETF shares in Q4 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q1 2017 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s VanEck Emerging Markets High Yield Bond ETF position peaked at $14K in Q2 2018.
89 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.