Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IXUS Stock Details IXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.73M Buy
100,817
+22,791
+29% +$2.03M 0.02% 603
2025
Q4 		$6.6M Buy
78,026
+8,745
+13% +$733K 0.02% 672
2025
Q3 		$5.72M Buy
69,281
+1,161
+2% +$92.3K 0.02% 661
2025
Q2 		$5.27M Buy
68,120
+18,364
+37% +$1.34M 0.02% 572
2025
Q1 		$3.47M Sell
49,756
-359
-0.7% -$24.9K 0.01% 634
2024
Q4 		$3.31M Buy
50,115
+22,827
+84% +$1.58M 0.01% 584
2024
Q3 		$1.98M Sell
27,288
-938
-3% -$65K 0.01% 707
2024
Q2 		$1.91M Buy
28,226
+14
+0% +$949 0.01% 660
2024
Q1 		$1.91M Buy
28,212
+2,417
+9% +$158K 0.01% 636
2023
Q4 		$1.68M Sell
25,795
-4,471
-15% -$274K 0.01% 618
2023
Q3 		$1.82M Sell
30,266
-19,186
-39% -$1.2M 0.01% 568
2023
Q2 		$3.1M Buy
49,452
+16,175
+49% +$1.01M 0.02% 440
2023
Q1 		$2.06M Buy
33,277
+16,317
+96% +$999K 0.01% 474
2022
Q4 		$982K Sell
16,960
-2,987
-15% -$167K 0.01% 621
2022
Q3 		$1.02M Sell
19,947
-4,623
-19% -$262K 0.01% 556
2022
Q2 		$1.4M Sell
24,570
-1,960
-7% -$121K 0.01% 473
2022
Q1 		$1.77M Sell
26,530
-7,869
-23% -$534K 0.01% 425
2021
Q4 		$2.44M Buy
+34,399
New +$2.47M 0.02% 391
2021
Q2 		$6.22M Hold
84,819
– – 0.05% 259
2021
Q1 		$6.22M Hold
84,819
– – 0.05% 259
2020
Q4 		$6.22M Hold
84,819
– – 0.05% 259
2020
Q3 		$6.22M Hold
84,819
– – 0.05% 259
2020
Q2 		$6.22M Hold
84,819
– – 0.05% 259
2020
Q1 		$6.22M Hold
84,819
– – 0.05% 259
2019
Q4 		$6.22M Hold
84,819
– – 0.05% 259
2019
Q3 		$6.22M Hold
84,819
– – 0.05% 259
2019
Q2 		$6.22M Hold
84,819
– – 0.05% 259
2019
Q1 		$6.22M Sell
84,819
-90,208
-52% -$5.1M 0.05% 259
2018
Q4 		$9.19M Buy
175,027
+59,844
+52% +$3.32M 0.23% 93
2018
Q3 		$6.95M Buy
115,183
+35,716
+45% +$2.15M 0.18% 127
2018
Q2 		$4.78M Buy
79,467
+72,786
+1,089% +$4.58M 0.16% 123
2018
Q1 		$421K Buy
6,681
+6,601
+8,251% +$425K 0.02% 296
2017
Q4 		$5K Buy
+80
New +$4.97K ﹤0.01% 1092
2017
Q3 		– Sell
-1,972
Closed -$113K – 1516
2017
Q2 		$113K Buy
+1,972
New +$112K 0.01% 373

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 29% in Q1 2026, buying an estimated $2.03M and bringing the position to 100,817 shares worth $8.73M. The position accounts for 0.02% of the portfolio, ranked #603.

Carson Wealth (CWM LLC) first reported a position in IXUS in Q2 2017 and has held it in 34 quarters since. The position peaked at $9.19M in Q4 2018. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100,817 shares of iShares Core MSCI Total International Stock ETF worth $8.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,791 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $2.03M.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #603 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core MSCI Total International Stock ETF position peaked at $9.19M in Q4 2018.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

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