Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IPAC Stock Details IPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
19,318
-773
-4% -$60.5K ﹤0.01% 1338
2025
Q4 		$1.47M Sell
20,091
-9,197
-31% -$682K ﹤0.01% 1297
2025
Q3 		$2.15M Sell
29,288
-4,442
-13% -$316K 0.01% 1060
2025
Q2 		$2.32M Buy
33,730
+32,461
+2,558% +$2.11M 0.01% 900
2025
Q1 		$79K Buy
1,269
+18
+1% +$1.12K ﹤0.01% 2614
2024
Q4 		$76K Sell
1,251
-23
-2% -$1.46K ﹤0.01% 2473
2024
Q3 		$85K Hold
1,274
– – ﹤0.01% 2303
2024
Q2 		$78K Sell
1,274
-79
-6% -$4.86K ﹤0.01% 2155
2024
Q1 		$86K Buy
1,353
+102
+8% +$6.21K ﹤0.01% 1962
2023
Q4 		$74K Sell
1,251
-29
-2% -$1.64K ﹤0.01% 1937
2023
Q3 		$71K Buy
1,280
+1
+0.1% +$57 ﹤0.01% 1858
2023
Q2 		$73K Hold
1,279
– – ﹤0.01% 1743
2023
Q1 		$72K Sell
1,279
-74
-5% -$4.13K ﹤0.01% 1668
2022
Q4 		$73K Sell
1,353
-322
-19% -$16.6K ﹤0.01% 1523
2022
Q3 		$80K Buy
1,675
+1,397
+503% +$73.5K ﹤0.01% 1437
2022
Q2 		$14K Sell
278
-176
-39% -$9.87K ﹤0.01% 2368
2022
Q1 		$28K Hold
454
– – ﹤0.01% 1873
2021
Q4 		$29K Buy
+454
New +$29.9K ﹤0.01% 1794
2021
Q2 		$30K Hold
454
– – ﹤0.01% 1617
2021
Q1 		$30K Hold
454
– – ﹤0.01% 1617
2020
Q4 		$30K Hold
454
– – ﹤0.01% 1617
2020
Q3 		$30K Hold
454
– – ﹤0.01% 1617
2020
Q2 		$30K Hold
454
– – ﹤0.01% 1617
2020
Q1 		$30K Hold
454
– – ﹤0.01% 1617
2019
Q4 		$30K Hold
454
– – ﹤0.01% 1617
2019
Q3 		$30K Hold
454
– – ﹤0.01% 1617
2019
Q2 		$30K Hold
454
– – ﹤0.01% 1617
2019
Q1 		$30K Buy
454
+265
+140% +$14.4K ﹤0.01% 1617
2018
Q4 		$10K Buy
+189
New +$10.2K ﹤0.01% 1329
2018
Q2 		– Sell
-112
Closed -$7K – 1728
2018
Q1 		$7K Hold
112
– – ﹤0.01% 935
2017
Q4 		$7K Sell
112
-222
-66% -$13.1K ﹤0.01% 983
2017
Q3 		$19K Buy
+334
New +$18.5K ﹤0.01% 715

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 3.8% in Q1 2026, selling an estimated $60.5K and leaving 19,318 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Carson Wealth (CWM LLC) first reported a position in IPAC in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.32M in Q2 2025. 176 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,318 shares of iShares Core MSCI Pacific ETF worth $1.48M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 773 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $60.5K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1338 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core MSCI Pacific ETF in Q3 2017 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core MSCI Pacific ETF position peaked at $2.32M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

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