Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IDEV Stock Details IDEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45M Buy
41,251
+2,697
+7% +$232K 0.01% 960
2025
Q4 		$3.18M Buy
38,554
+2,456
+7% +$200K 0.01% 964
2025
Q3 		$2.89M Buy
36,098
+564
+2% +$43.8K 0.01% 937
2025
Q2 		$2.7M Sell
35,534
-2,024
-5% -$146K 0.01% 835
2025
Q1 		$2.59M Sell
37,558
-1,227
-3% -$83.7K 0.01% 746
2024
Q4 		$2.5M Sell
38,785
-9,753
-20% -$658K 0.01% 701
2024
Q3 		$3.44M Sell
48,538
-13,824
-22% -$938K 0.01% 541
2024
Q2 		$4.09M Buy
62,362
+35,823
+135% +$2.38M 0.02% 462
2024
Q1 		$1.78M Sell
26,539
-3,804
-13% -$245K 0.01% 657
2023
Q4 		$1.93M Buy
30,343
+7,484
+33% +$446K 0.01% 582
2023
Q3 		$1.33M Sell
22,859
-3,724
-14% -$226K 0.01% 639
2023
Q2 		$1.63M Buy
26,583
+19,718
+287% +$1.21M 0.01% 569
2023
Q1 		$415K Buy
6,865
+571
+9% +$33.9K ﹤0.01% 944
2022
Q4 		$352K Buy
6,294
+3,884
+161% +$209K ﹤0.01% 902
2022
Q3 		$116K Sell
2,410
-1,901
-44% -$102K ﹤0.01% 1280
2022
Q2 		$232K Sell
4,311
-12,024
-74% -$707K ﹤0.01% 986
2022
Q1 		$1.04M Buy
16,335
+2,282
+16% +$147K 0.01% 553
2021
Q4 		$949K Buy
+14,053
New +$955K 0.01% 583
2021
Q2 		$1.06M Hold
15,694
– – 0.01% 555
2021
Q1 		$1.06M Hold
15,694
– – 0.01% 555
2020
Q4 		$1.06M Hold
15,694
– – 0.01% 555
2020
Q3 		$1.06M Hold
15,694
– – 0.01% 555
2020
Q2 		$1.06M Hold
15,694
– – 0.01% 555
2020
Q1 		$1.06M Hold
15,694
– – 0.01% 555
2019
Q4 		$1.06M Hold
15,694
– – 0.01% 555
2019
Q3 		$1.06M Hold
15,694
– – 0.01% 555
2019
Q2 		$1.06M Hold
15,694
– – 0.01% 555
2019
Q1 		$1.06M Buy
15,694
+15,106
+2,569% +$794K 0.01% 555
2018
Q4 		$29K Buy
+588
New +$30.6K ﹤0.01% 1029

Other funds holding IDEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BOK
Bank of Korea Seoul, South Korea $3.89B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 7% in Q1 2026, buying an estimated $232K and bringing the position to 41,251 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #960.

Carson Wealth (CWM LLC) first reported a position in IDEV in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.09M in Q2 2024. 708 funds tracked by Wall St. Rank hold IDEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,251 shares of iShares Core MSCI International Developed Markets ETF worth $3.45M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,697 iShares Core MSCI International Developed Markets ETF shares in Q1 2026, an estimated $232K.
  • iShares Core MSCI International Developed Markets ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #960 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core MSCI International Developed Markets ETF position peaked at $4.09M in Q2 2024.
  • 708 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q1 2026.

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