Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares International Equity Factor ETF INTF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INTF Stock Details INTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6M Sell
502,683
-181,562
-27% -$7.19M 0.05% 338
2025
Q4 		$25.8M Sell
684,245
-23,334
-3% -$857K 0.07% 249
2025
Q3 		$25.4M Sell
707,579
-144,250
-17% -$5.05M 0.08% 225
2025
Q2 		$29.2M Sell
851,829
-60,425
-7% -$1.96M 0.1% 170
2025
Q1 		$28.1M Sell
912,254
-440,247
-33% -$13.4M 0.11% 171
2024
Q4 		$38.8M Sell
1,352,501
-166,148
-11% -$4.98M 0.16% 116
2024
Q3 		$47.7M Sell
1,518,649
-62,824
-4% -$1.9M 0.21% 99
2024
Q2 		$46.2M Buy
1,581,473
+335,604
+27% +$9.96M 0.22% 96
2024
Q1 		$37.2M Sell
1,245,869
-321,362
-21% -$9.19M 0.18% 112
2023
Q4 		$43.9M Sell
1,567,231
-1,309,290
-46% -$34.5M 0.24% 84
2023
Q3 		$74.4M Sell
2,876,521
-66,353
-2% -$1.77M 0.46% 42
2023
Q2 		$78.9M Buy
2,942,874
+50,460
+2% +$1.35M 0.49% 41
2023
Q1 		$76.6M Buy
2,892,414
+24,229
+0.8% +$631K 0.52% 39
2022
Q4 		$70.6M Sell
2,868,185
-91,957
-3% -$2.16M 0.52% 38
2022
Q3 		$62M Sell
2,960,142
-57,211
-2% -$1.34M 0.49% 45
2022
Q2 		$71M Sell
3,017,353
-113,729
-4% -$2.92M 0.55% 35
2022
Q1 		$86.6M Buy
3,131,082
+83,360
+3% +$2.32M 0.61% 31
2021
Q4 		$87.8M Buy
+3,047,722
New +$89.2M 0.62% 32
2021
Q2 		$91.6M Hold
3,049,256
– – 0.73% 27
2021
Q1 		$91.6M Hold
3,049,256
– – 0.73% 27
2020
Q4 		$91.6M Hold
3,049,256
– – 0.73% 27
2020
Q3 		$91.6M Hold
3,049,256
– – 0.73% 27
2020
Q2 		$91.6M Hold
3,049,256
– – 0.73% 27
2020
Q1 		$91.6M Hold
3,049,256
– – 0.73% 27
2019
Q4 		$91.6M Hold
3,049,256
– – 0.73% 27
2019
Q3 		$91.6M Hold
3,049,256
– – 0.73% 27
2019
Q2 		$91.6M Hold
3,049,256
– – 0.73% 27
2019
Q1 		$91.6M Buy
3,049,256
+495,287
+19% +$12.7M 0.73% 27
2018
Q4 		$60.6M Buy
2,553,969
+682,328
+36% +$17.4M 1.51% 11
2018
Q3 		$52.6M Buy
1,871,641
+796,843
+74% +$22.1M 1.34% 11
2018
Q2 		$29.7M Buy
1,074,798
+622,925
+138% +$18.1M 0.98% 20
2018
Q1 		$13.1M Buy
451,873
+171,939
+61% +$5.07M 0.52% 54
2017
Q4 		$8.08M Buy
279,934
+202,201
+260% +$5.76M 0.36% 59
2017
Q3 		$2.18M Buy
77,733
+74,693
+2,457% +$2.03M 0.1% 143
2017
Q2 		$80K Buy
+3,040
New +$79.2K ﹤0.01% 408

Other funds holding INTF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares International Equity Factor ETF (INTF) stake by 27% in Q1 2026, selling an estimated $7.19M and leaving 502,683 shares worth $19.6M. The position accounts for 0.05% of the portfolio, ranked #338.

Carson Wealth (CWM LLC) first reported a position in INTF in Q2 2017 and has held it in 35 quarters since. The position peaked at $91.6M in Q2 2021. 198 funds tracked by Wall St. Rank hold INTF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 502,683 shares of iShares International Equity Factor ETF worth $19.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 181,562 iShares International Equity Factor ETF shares in Q1 2026, an estimated $7.19M.
  • iShares International Equity Factor ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #338 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares International Equity Factor ETF in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s iShares International Equity Factor ETF position peaked at $91.6M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2026.

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