Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Energy ETF IXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$621K Sell
10,779
-824
-7% -$41.1K ﹤0.01% 1856
2025
Q4 		$486K Sell
11,603
-514
-4% -$21.6K ﹤0.01% 1942
2025
Q3 		$506K Sell
12,117
-4,705
-28% -$192K ﹤0.01% 1793
2025
Q2 		$661K Sell
16,822
-4,292
-20% -$165K ﹤0.01% 1469
2025
Q1 		$888K Sell
21,114
-3,418
-14% -$137K ﹤0.01% 1190
2024
Q4 		$937K Buy
24,532
+136
+0.6% +$5.57K ﹤0.01% 1119
2024
Q3 		$988K Sell
24,396
-39,542
-62% -$1.62M ﹤0.01% 1041
2024
Q2 		$2.65M Sell
63,938
-1,671,379
-96% -$71.6M 0.01% 572
2024
Q1 		$74.5M Buy
1,735,317
+155,547
+10% +$6.16M 0.36% 47
2023
Q4 		$61.8M Buy
1,579,770
+1,578,461
+120,585% +$62.7M 0.33% 55
2023
Q3 		$54K Hold
1,309
– – ﹤0.01% 2013
2023
Q2 		$49K Hold
1,309
– – ﹤0.01% 2008
2023
Q1 		$49K Hold
1,309
– – ﹤0.01% 1890
2022
Q4 		$51K Hold
1,309
– – ﹤0.01% 1719
2022
Q3 		$44K Sell
1,309
-428
-25% -$15K ﹤0.01% 1719
2022
Q2 		$59K Sell
1,737
-2,519
-59% -$94.3K ﹤0.01% 1553
2022
Q1 		$154K Buy
4,256
+1,500
+54% +$49.8K ﹤0.01% 1155
2021
Q4 		$76K Buy
+2,756
New +$78.1K ﹤0.01% 1411
2021
Q2 		$70K Hold
2,626
– – ﹤0.01% 1266
2021
Q1 		$70K Hold
2,626
– – ﹤0.01% 1266
2020
Q4 		$70K Hold
2,626
– – ﹤0.01% 1266
2020
Q3 		$70K Hold
2,626
– – ﹤0.01% 1266
2020
Q2 		$70K Hold
2,626
– – ﹤0.01% 1266
2020
Q1 		$70K Hold
2,626
– – ﹤0.01% 1266
2019
Q4 		$70K Hold
2,626
– – ﹤0.01% 1266
2019
Q3 		$70K Hold
2,626
– – ﹤0.01% 1266
2019
Q2 		$70K Hold
2,626
– – ﹤0.01% 1265
2019
Q1 		$70K Buy
2,626
+418
+19% +$13.7K ﹤0.01% 1265
2018
Q4 		$65K Buy
2,208
+1,440
+188% +$48.5K ﹤0.01% 819
2018
Q3 		$29K Hold
768
– – ﹤0.01% 866
2018
Q2 		$29K Buy
+768
New +$28.4K ﹤0.01% 752
2014
Q1 		– Sell
-418
Closed -$18K – 317
2013
Q4 		$18K Buy
+418
New +$17.7K ﹤0.01% 385

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Global Energy ETF (IXC) stake by 7.1% in Q1 2026, selling an estimated $41.1K and leaving 10,779 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Carson Wealth (CWM LLC) first reported a position in IXC in Q4 2013 and has held it in 32 quarters since. The position peaked at $74.5M in Q1 2024. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,779 shares of iShares Global Energy ETF worth $621K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 824 iShares Global Energy ETF shares in Q1 2026, an estimated $41.1K.
  • iShares Global Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1856 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Energy ETF in Q4 2013 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Global Energy ETF position peaked at $74.5M in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

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