Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Latin America 40 ETF ILF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ILF Stock Details ILF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4K Buy
378
+200
+112% +$6.92K ﹤0.01% 4651
2025
Q4 		$5K Buy
+178
New +$5.3K ﹤0.01% 4815
2025
Q2 		– Sell
-1,175
Closed -$28K – 5198
2025
Q1 		$28K Buy
+1,175
New +$26.9K ﹤0.01% 3443
2024
Q4 		– Sell
-7
Closed – – 5021
2024
Q3 		$0 Sell
7
-1,509
-100% -$38.6K ﹤0.01% 4967
2024
Q2 		$38K Sell
1,516
-1,035
-41% -$28K ﹤0.01% 2658
2024
Q1 		$73K Buy
2,551
+2,415
+1,776% +$68K ﹤0.01% 2066
2023
Q4 		$4K Sell
136
-3
-2% -$80 ﹤0.01% 3606
2023
Q3 		$4K Buy
139
+3
+2% +$80 ﹤0.01% 3569
2023
Q2 		$4K Hold
136
– – ﹤0.01% 3534
2023
Q1 		$3K Hold
136
– – ﹤0.01% 3521
2022
Q4 		$3K Hold
136
– – ﹤0.01% 3421
2022
Q3 		$3K Hold
136
– – ﹤0.01% 3311
2022
Q2 		$3K Hold
136
– – ﹤0.01% 3202
2022
Q1 		$4K Hold
136
– – ﹤0.01% 2935
2021
Q4 		$3K Buy
+136
New +$3.4K ﹤0.01% 2988
2021
Q2 		$4K Hold
136
– – ﹤0.01% 2444
2021
Q1 		$4K Hold
136
– – ﹤0.01% 2444
2020
Q4 		$4K Hold
136
– – ﹤0.01% 2443
2020
Q3 		$4K Hold
136
– – ﹤0.01% 2443
2020
Q2 		$4K Hold
136
– – ﹤0.01% 2443
2020
Q1 		$4K Hold
136
– – ﹤0.01% 2443
2019
Q4 		$4K Hold
136
– – ﹤0.01% 2442
2019
Q3 		$4K Hold
136
– – ﹤0.01% 2442
2019
Q2 		$4K Hold
136
– – ﹤0.01% 2442
2019
Q1 		$4K Buy
+136
New +$4.64K ﹤0.01% 2441

Other funds holding ILF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Latin America 40 ETF (ILF) stake by 112% in Q1 2026, buying an estimated $6.92K and bringing the position to 378 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

Carson Wealth (CWM LLC) first reported a position in ILF in Q1 2019 and has held it in 25 quarters since. The position peaked at $73K in Q1 2024. 316 funds tracked by Wall St. Rank hold ILF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 378 shares of iShares Latin America 40 ETF worth $13.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 200 iShares Latin America 40 ETF shares in Q1 2026, an estimated $6.92K.
  • iShares Latin America 40 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4651 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Latin America 40 ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Latin America 40 ETF position peaked at $73K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q1 2026.

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