Carson Wealth (CWM LLC)
ICFI icon

Carson Wealth (CWM LLC)’s ICF International ICFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Sell
3,891
-1,808
-32% -$147K ﹤0.01% 2519
2025
Q4 		$486K Sell
5,699
-5,701
-50% -$484K ﹤0.01% 1941
2025
Q3 		$1.06M Buy
11,400
+4,587
+67% +$425K ﹤0.01% 1368
2025
Q2 		$577K Buy
6,813
+5,364
+370% +$454K ﹤0.01% 1530
2025
Q1 		$123K Buy
1,449
+826
+133% +$86.5K ﹤0.01% 2251
2024
Q4 		$74K Buy
623
+341
+121% +$51K ﹤0.01% 2487
2024
Q3 		$47K Sell
282
-7,203
-96% -$1.11M ﹤0.01% 2739
2024
Q2 		$1.11M Sell
7,485
-982
-12% -$142K 0.01% 837
2024
Q1 		$1.27M Sell
8,467
-1,175
-12% -$170K 0.01% 765
2023
Q4 		$1.29M Sell
9,642
-1,172
-11% -$154K 0.01% 702
2023
Q3 		$1.31M Sell
10,814
-1,733
-14% -$216K 0.01% 650
2023
Q2 		$1.56M Sell
12,547
-1,010
-7% -$117K 0.01% 579
2023
Q1 		$1.49M Sell
13,557
-144
-1% -$15K 0.01% 543
2022
Q4 		$1.36M Sell
13,701
-599
-4% -$65.3K 0.01% 533
2022
Q3 		$1.56M Sell
14,300
-659
-4% -$66.3K 0.01% 452
2022
Q2 		$1.42M Sell
14,959
-1,104
-7% -$107K 0.01% 469
2022
Q1 		$1.51M Sell
16,063
-2,799
-15% -$263K 0.01% 460
2021
Q4 		$1.93M Buy
+18,862
New +$1.9M 0.01% 440
2021
Q2 		$1.87M Hold
21,273
– – 0.01% 444
2021
Q1 		$1.87M Hold
21,273
– – 0.01% 444
2020
Q4 		$1.87M Hold
21,273
– – 0.01% 444
2020
Q3 		$1.87M Hold
21,273
– – 0.01% 444
2020
Q2 		$1.87M Hold
21,273
– – 0.01% 444
2020
Q1 		$1.87M Hold
21,273
– – 0.01% 444
2019
Q4 		$1.87M Hold
21,273
– – 0.01% 444
2019
Q3 		$1.87M Hold
21,273
– – 0.01% 444
2019
Q2 		$1.87M Hold
21,273
– – 0.01% 444
2019
Q1 		$1.87M Buy
+21,273
New +$1.5M 0.01% 444

Other funds holding ICFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ICF International (ICFI) stake by 32% in Q1 2026, selling an estimated $147K and leaving 3,891 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Carson Wealth (CWM LLC) first reported a position in ICFI in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q4 2021. 249 funds tracked by Wall St. Rank hold ICFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,891 shares of ICF International worth $254K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,808 ICF International shares in Q1 2026, an estimated $147K.
  • ICF International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2519 holding.
  • Carson Wealth (CWM LLC) first reported a position in ICF International in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s ICF International position peaked at $1.93M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held ICF International as of Q1 2026.

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