Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Financials ETF IXG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Sell
2,058
-532
-21% -$63.2K ﹤0.01% 2593
2025
Q4 		$313K Sell
2,590
-15
-0.6% -$1.75K ﹤0.01% 2228
2025
Q3 		$304K Sell
2,605
-28
-1% -$3.18K ﹤0.01% 2125
2025
Q2 		$292K Sell
2,633
-283
-10% -$29.7K ﹤0.01% 1890
2025
Q1 		$300K Sell
2,916
-903
-24% -$91.7K ﹤0.01% 1675
2024
Q4 		$367K Buy
3,819
+2,028
+113% +$198K ﹤0.01% 1502
2024
Q3 		$169K Sell
1,791
-335
-16% -$30.1K ﹤0.01% 1849
2024
Q2 		$181K Sell
2,126
-495
-19% -$42.3K ﹤0.01% 1634
2024
Q1 		$227K Sell
2,621
-257
-9% -$20.9K ﹤0.01% 1451
2023
Q4 		$226K Sell
2,878
-546
-16% -$39.9K ﹤0.01% 1368
2023
Q3 		$241K Sell
3,424
-396
-10% -$28.7K ﹤0.01% 1235
2023
Q2 		$273K Buy
3,820
+1,428
+60% +$100K ﹤0.01% 1143
2023
Q1 		$165K Sell
2,392
-1,091
-31% -$79.6K ﹤0.01% 1276
2022
Q4 		$245K Sell
3,483
-397
-10% -$27.1K ﹤0.01% 1023
2022
Q3 		$238K Sell
3,880
-2,958
-43% -$198K ﹤0.01% 983
2022
Q2 		$450K Sell
6,838
-3,001
-31% -$217K ﹤0.01% 769
2022
Q1 		$782K Sell
9,839
-1,490,030
-99% -$120M 0.01% 621
2021
Q4 		$120M Buy
+1,499,869
New +$121M 0.85% 21
2021
Q2 		$124M Hold
1,596,635
– – 0.99% 17
2021
Q1 		$124M Hold
1,596,635
– – 0.99% 17
2020
Q4 		$124M Hold
1,596,635
– – 0.99% 17
2020
Q3 		$124M Hold
1,596,635
– – 0.99% 17
2020
Q2 		$124M Hold
1,596,635
– – 0.99% 17
2020
Q1 		$124M Hold
1,596,635
– – 0.99% 17
2019
Q4 		$124M Hold
1,596,635
– – 0.99% 17
2019
Q3 		$124M Hold
1,596,635
– – 0.99% 17
2019
Q2 		$124M Hold
1,596,635
– – 0.99% 17
2019
Q1 		$124M Buy
1,596,635
+1,592,910
+42,763% +$98M 0.99% 17
2018
Q4 		$212K Buy
3,725
+3,703
+16,832% +$228K 0.01% 586
2018
Q3 		$1K Hold
22
– – ﹤0.01% 1683
2018
Q2 		$1K Hold
22
– – ﹤0.01% 1537
2018
Q1 		$2K Hold
22
– – ﹤0.01% 1180
2017
Q4 		$2K Hold
22
– – ﹤0.01% 1278
2017
Q3 		$1K Buy
+22
New +$1.43K ﹤0.01% 1382

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Global Financials ETF (IXG) stake by 21% in Q1 2026, selling an estimated $63.2K and leaving 2,058 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

Carson Wealth (CWM LLC) first reported a position in IXG in Q3 2017 and has held it in 34 quarters since. The position peaked at $124M in Q2 2021. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,058 shares of iShares Global Financials ETF worth $235K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 532 iShares Global Financials ETF shares in Q1 2026, an estimated $63.2K.
  • iShares Global Financials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2593 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Financials ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Global Financials ETF position peaked at $124M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

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