Carson Wealth (CWM LLC)
IQIN

Carson Wealth (CWM LLC)’s NYLI 500 International ETF IQIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IQIN Stock Details IQIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed – – 4592
2023
Q3 		$0 Buy
+2
New +$63 ﹤0.01% 4590

Other funds holding IQIN

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IQIN Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of NYLI 500 International ETF (IQIN) in Q4 2023, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in IQIN in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 13 funds tracked by Wall St. Rank hold IQIN as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining NYLI 500 International ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 NYLI 500 International ETF shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in NYLI 500 International ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s NYLI 500 International ETF position peaked at $0 in Q3 2023.
  • 13 funds tracked by Wall St. Rank held NYLI 500 International ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.