Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI India ETF INDA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112K Sell
2,392
-991
-29% -$50.8K ﹤0.01% 3162
2025
Q4 		$183K Sell
3,383
-851
-20% -$45.8K ﹤0.01% 2641
2025
Q3 		$220K Buy
4,234
+2,345
+124% +$125K ﹤0.01% 2368
2025
Q2 		$105K Buy
1,889
+1,692
+859% +$90.4K ﹤0.01% 2670
2025
Q1 		$10K Sell
197
-61
-24% -$3.07K ﹤0.01% 4105
2024
Q4 		$14K Sell
258
-32
-11% -$1.76K ﹤0.01% 3677
2024
Q3 		$17K Sell
290
-647
-69% -$36.8K ﹤0.01% 3461
2024
Q2 		$52K Sell
937
-200
-18% -$10.6K ﹤0.01% 2454
2024
Q1 		$59K Buy
1,137
+373
+49% +$18.8K ﹤0.01% 2192
2023
Q4 		$37K Sell
764
-122
-14% -$5.55K ﹤0.01% 2362
2023
Q3 		$39K Buy
886
+61
+7% +$2.7K ﹤0.01% 2222
2023
Q2 		$36K Sell
825
-2
-0.2% -$83 ﹤0.01% 2231
2023
Q1 		$33K Sell
827
-150
-15% -$6.04K ﹤0.01% 2150
2022
Q4 		$41K Buy
977
+641
+191% +$27.1K ﹤0.01% 1862
2022
Q3 		$14K Buy
336
+63
+23% +$2.66K ﹤0.01% 2469
2022
Q2 		$11K Hold
273
– – ﹤0.01% 2523
2022
Q1 		$12K Sell
273
-5
-2% -$224 ﹤0.01% 2373
2021
Q4 		$13K Buy
+278
New +$13.4K ﹤0.01% 2204
2021
Q2 		$12K Hold
273
– – ﹤0.01% 2024
2021
Q1 		$12K Hold
273
– – ﹤0.01% 2024
2020
Q4 		$12K Hold
273
– – ﹤0.01% 2024
2020
Q3 		$12K Hold
273
– – ﹤0.01% 2023
2020
Q2 		$12K Hold
273
– – ﹤0.01% 2023
2020
Q1 		$12K Hold
273
– – ﹤0.01% 2023
2019
Q4 		$12K Hold
273
– – ﹤0.01% 2023
2019
Q3 		$12K Hold
273
– – ﹤0.01% 2023
2019
Q2 		$12K Hold
273
– – ﹤0.01% 2023
2019
Q1 		$12K Buy
+273
New +$9.07K ﹤0.01% 2022
2018
Q3 		– Sell
-460
Closed -$15K – 1919
2018
Q2 		$15K Buy
460
+277
+151% +$9.4K ﹤0.01% 897
2018
Q1 		$6K Buy
+183
New +$6.49K ﹤0.01% 970
2017
Q4 		– Sell
-200
Closed -$7K – 1511
2017
Q3 		$7K Buy
+200
New +$6.76K ﹤0.01% 992

Other funds holding INDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares MSCI India ETF (INDA) stake by 29% in Q1 2026, selling an estimated $50.8K and leaving 2,392 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Carson Wealth (CWM LLC) first reported a position in INDA in Q3 2017 and has held it in 31 quarters since. The position peaked at $220K in Q3 2025. 562 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,392 shares of iShares MSCI India ETF worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 991 iShares MSCI India ETF shares in Q1 2026, an estimated $50.8K.
  • iShares MSCI India ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3162 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI India ETF in Q3 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI India ETF position peaked at $220K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

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