Carson Wealth (CWM LLC)’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KSA Stock Details KSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.65K	Hold	117	–	–	﹤0.01%	5051
2025 Q4	$4K	Hold	117	–	–	﹤0.01%	4897
2025 Q3	$5K	Sell	117 -74	-39%	-$2.81K	﹤0.01%	4737
2025 Q2	$7K	Hold	191	–	–	﹤0.01%	4461
2025 Q1	$8K	Sell	191 -30	-14%	-$1.24K	﹤0.01%	4220
2024 Q4	$9K	Buy	221 +16	+8%	+$665	﹤0.01%	3935
2024 Q3	$9K	Buy	205 +65	+46%	+$2.71K	﹤0.01%	3837
2024 Q2	$6K	Hold	140	–	–	﹤0.01%	3786
2024 Q1	$6K	Buy	140 +117	+509%	+$5.11K	﹤0.01%	3587
2023 Q4	$1K	Buy	+23	New	+$902	﹤0.01%	3975
2019 Q1	–	Sell	-1,600	Closed	-$46K	–	3131
2018 Q4	$46K	Hold	1,600	–	–	﹤0.01%	896
2018 Q3	$48K	Hold	1,600	–	–	﹤0.01%	760
2018 Q2	$50K	Buy	+1,600	New	+$48.7K	﹤0.01%	630

Other funds holding KSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Saudi Arabia ETF (KSA) position steady in Q1 2026 at 117 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #5051.

Carson Wealth (CWM LLC) first reported a position in KSA in Q2 2018 and has held it in 13 quarters since. The position peaked at $50K in Q2 2018. 107 funds tracked by Wall St. Rank hold KSA as of Q1 2026.

Carson Wealth (CWM LLC) held 117 shares of iShares MSCI Saudi Arabia ETF worth $4.65K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares MSCI Saudi Arabia ETF share count unchanged in Q1 2026.
iShares MSCI Saudi Arabia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5051 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Saudi Arabia ETF in Q2 2018 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s iShares MSCI Saudi Arabia ETF position peaked at $50K in Q2 2018.
107 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q1 2026.

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