Carson Wealth (CWM LLC)
KF

Carson Wealth (CWM LLC)’s Korea Fund KF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9K Hold
399
– – ﹤0.01% 4480
2025
Q4 		$14K Hold
399
– – ﹤0.01% 4374
2025
Q3 		$12K Hold
399
– – ﹤0.01% 4397
2025
Q2 		$11K Hold
399
– – ﹤0.01% 4243
2025
Q1 		$8K Hold
399
– – ﹤0.01% 4219
2024
Q4 		$7K Hold
399
– – ﹤0.01% 4054
2024
Q3 		$9K Hold
399
– – ﹤0.01% 3834
2024
Q2 		$10K Hold
399
– – ﹤0.01% 3548
2024
Q1 		$10K Buy
+399
New +$9.26K ﹤0.01% 3338

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Korea Fund (KF) position steady in Q1 2026 at 399 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4480.

Carson Wealth (CWM LLC) first reported a position in KF in Q1 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold KF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 399 shares of Korea Fund worth $17.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Korea Fund share count unchanged in Q1 2026.
  • Korea Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4480 holding.
  • Carson Wealth (CWM LLC) first reported a position in Korea Fund in Q1 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held Korea Fund as of Q1 2026.

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