Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IQLT Stock Details IQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$165K Buy
3,571
+321
+10% +$15.2K ﹤0.01% 2888
2025
Q4 		$148K Buy
3,250
+1,120
+53% +$50.2K ﹤0.01% 2789
2025
Q3 		$94K Buy
2,130
+487
+30% +$21K ﹤0.01% 3031
2025
Q2 		$71K Buy
1,643
+346
+27% +$14.4K ﹤0.01% 3000
2025
Q1 		$51K Sell
1,297
-7,870
-86% -$310K ﹤0.01% 2972
2024
Q4 		$340K Buy
9,167
+8,346
+1,017% +$327K ﹤0.01% 1523
2024
Q3 		$34K Sell
821
-5,661
-87% -$226K ﹤0.01% 2992
2024
Q2 		$253K Sell
6,482
-3,448
-35% -$135K ﹤0.01% 1468
2024
Q1 		$394K Buy
9,930
+36
+0.4% +$1.37K ﹤0.01% 1218
2023
Q4 		$372K Buy
9,894
+12
+0.1% +$419 ﹤0.01% 1174
2023
Q3 		$332K Buy
9,882
+692
+8% +$24.3K ﹤0.01% 1123
2023
Q2 		$327K Sell
9,190
-2,261
-20% -$80.6K ﹤0.01% 1080
2023
Q1 		$404K Sell
11,451
-411,536
-97% -$14.1M ﹤0.01% 952
2022
Q4 		$13.7M Buy
422,987
+15,119
+4% +$470K 0.1% 172
2022
Q3 		$11.3M Buy
407,868
+31,023
+8% +$959K 0.09% 181
2022
Q2 		$11.7M Sell
376,845
-141,914
-27% -$4.77M 0.09% 176
2022
Q1 		$19.1M Buy
518,759
+107,920
+26% +$3.99M 0.14% 147
2021
Q4 		$16.2M Buy
+410,839
New +$16.1M 0.11% 171
2021
Q2 		$6.68M Hold
173,240
– – 0.05% 251
2021
Q1 		$6.68M Hold
173,240
– – 0.05% 251
2020
Q4 		$6.68M Hold
173,240
– – 0.05% 251
2020
Q3 		$6.68M Hold
173,240
– – 0.05% 251
2020
Q2 		$6.68M Hold
173,240
– – 0.05% 251
2020
Q1 		$6.68M Hold
173,240
– – 0.05% 251
2019
Q4 		$6.68M Hold
173,240
– – 0.05% 251
2019
Q3 		$6.68M Hold
173,240
– – 0.05% 251
2019
Q2 		$6.68M Hold
173,240
– – 0.05% 251
2019
Q1 		$6.68M Buy
173,240
+168,024
+3,221% +$4.7M 0.05% 251
2018
Q4 		$135K Buy
5,216
+817
+19% +$22.2K ﹤0.01% 673
2018
Q3 		$130K Buy
+4,399
New +$129K ﹤0.01% 580

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 9.9% in Q1 2026, buying an estimated $15.2K and bringing the position to 3,571 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Carson Wealth (CWM LLC) first reported a position in IQLT in Q3 2018 and has held it in 30 quarters since. The position peaked at $19.1M in Q1 2022. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,571 shares of iShares MSCI Intl Quality Factor ETF worth $165K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 321 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $15.2K.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2888 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Intl Quality Factor ETF position peaked at $19.1M in Q1 2022.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

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