Carson Wealth (CWM LLC)
IEFA icon

Carson Wealth (CWM LLC)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.6M Sell
736,098
-213,969
-23% -$20M 0.18% 121
2025
Q4 		$85M Buy
950,067
+250,382
+36% +$22.1M 0.23% 86
2025
Q3 		$61.1M Buy
699,685
+269,371
+63% +$22.9M 0.18% 107
2025
Q2 		$35.9M Buy
430,314
+34,133
+9% +$2.71M 0.13% 145
2025
Q1 		$30M Buy
396,181
+36,119
+10% +$2.7M 0.12% 156
2024
Q4 		$25.3M Sell
360,062
-24,349
-6% -$1.8M 0.11% 172
2024
Q3 		$30M Buy
384,411
+47,513
+14% +$3.56M 0.13% 145
2024
Q2 		$24.5M Buy
336,898
+127,082
+61% +$9.35M 0.12% 165
2024
Q1 		$15.6M Sell
209,816
-3,260,868
-94% -$232M 0.08% 229
2023
Q4 		$244M Sell
3,470,684
-772,003
-18% -$50.9M 1.31% 9
2023
Q3 		$273M Buy
4,242,687
+100,256
+2% +$6.71M 1.67% 5
2023
Q2 		$280M Buy
4,142,431
+88,396
+2% +$5.99M 1.73% 6
2023
Q1 		$271M Buy
4,054,035
+219,200
+6% +$14.4M 1.83% 6
2022
Q4 		$236M Sell
3,834,835
-168,648
-4% -$9.93M 1.74% 8
2022
Q3 		$211M Sell
4,003,483
-230,989
-5% -$13.6M 1.68% 8
2022
Q2 		$249M Buy
4,234,472
+9,827
+0.2% +$630K 1.93% 7
2022
Q1 		$294M Sell
4,224,645
-610,227
-13% -$43.2M 2.08% 6
2021
Q4 		$361M Buy
+4,834,872
New +$363M 2.54% 6
2021
Q2 		$246M Hold
3,288,329
– – 1.96% 9
2021
Q1 		$246M Hold
3,288,329
– – 1.96% 9
2020
Q4 		$246M Hold
3,288,329
– – 1.96% 9
2020
Q3 		$246M Hold
3,288,329
– – 1.96% 9
2020
Q2 		$246M Hold
3,288,329
– – 1.96% 9
2020
Q1 		$246M Hold
3,288,329
– – 1.96% 9
2019
Q4 		$246M Hold
3,288,329
– – 1.96% 9
2019
Q3 		$246M Hold
3,288,329
– – 1.96% 9
2019
Q2 		$246M Hold
3,288,329
– – 1.96% 9
2019
Q1 		$246M Buy
3,288,329
+1,650,344
+101% +$97.4M 1.96% 9
2018
Q4 		$90.1M Buy
1,637,985
+608,283
+59% +$35.7M 2.25% 5
2018
Q3 		$66M Buy
1,029,702
+108,291
+12% +$6.9M 1.68% 9
2018
Q2 		$58.4M Buy
921,411
+37,762
+4% +$2.5M 1.92% 7
2018
Q1 		$58.2M Sell
883,649
-24,534
-3% -$1.65M 2.31% 5
2017
Q4 		$60M Buy
908,183
+154,399
+20% +$10.1M 2.67% 4
2017
Q3 		$48.4M Sell
753,784
-110,411
-13% -$6.91M 2.29% 4
2017
Q2 		$52.6M Buy
864,195
+283,694
+49% +$17.1M 2.7% 4
2017
Q1 		$33.6M Buy
580,501
+91,198
+19% +$5.13M 1.9% 5
2016
Q4 		$26.2M Buy
489,303
+87,625
+22% +$4.7M 1.61% 12
2016
Q3 		$22.1M Buy
401,678
+60,861
+18% +$3.28M 1.53% 11
2016
Q2 		$17.7M Buy
340,817
+189,190
+125% +$10.1M 1.29% 16
2016
Q1 		$8.06M Buy
151,627
+131,367
+648% +$6.7M 0.71% 59
2015
Q4 		$1.1M Buy
20,260
+4,721
+30% +$262K 0.11% 146
2015
Q3 		$821K Buy
+15,539
New +$880K 0.08% 141

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q1 2026, selling an estimated $20M and leaving 736,098 shares worth $66.6M. The position accounts for 0.18% of the portfolio, ranked #121.

Carson Wealth (CWM LLC) first reported a position in IEFA in Q3 2015 and has held it in 42 quarters since. The position peaked at $361M in Q4 2021. 2,404 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 736,098 shares of iShares Core MSCI EAFE ETF worth $66.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 213,969 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $20M.
  • iShares Core MSCI EAFE ETF made up 0.18% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #121 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core MSCI EAFE ETF position peaked at $361M in Q4 2021.
  • 2,404 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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