Carson Wealth (CWM LLC)
KWEB icon

Carson Wealth (CWM LLC)’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.4K Buy
1,034
+51
+5% +$1.67K ﹤0.01% 4179
2025
Q4 		$33K Sell
983
-477
-33% -$18.3K ﹤0.01% 3891
2025
Q3 		$61K Sell
1,460
-1
-0.1% -$38 ﹤0.01% 3362
2025
Q2 		$50K Hold
1,461
– – ﹤0.01% 3281
2025
Q1 		$51K Buy
1,461
+1,460
+146,000% +$48.4K ﹤0.01% 2975
2024
Q4 		$0 Sell
1
-7
-88% -$225 ﹤0.01% 5038
2024
Q3 		$0 Hold
8
– – ﹤0.01% 4989
2024
Q2 		$0 Sell
8
-100
-93% -$2.86K ﹤0.01% 4762
2024
Q1 		$3K Buy
108
+101
+1,443% +$2.54K ﹤0.01% 3854
2023
Q4 		$0 Sell
7
-4,435
-100% -$120K ﹤0.01% 4343
2023
Q3 		$122K Sell
4,442
-3,651
-45% -$104K ﹤0.01% 1527
2023
Q2 		$218K Sell
8,093
-2,234
-22% -$62.1K ﹤0.01% 1219
2023
Q1 		$322K Buy
10,327
+10,319
+128,988% +$330K ﹤0.01% 1032
2022
Q4 		$0 Sell
8
-1,775
-100% -$45.3K ﹤0.01% 4115
2022
Q3 		$44K Buy
1,783
+1,775
+22,188% +$50.9K ﹤0.01% 1720
2022
Q2 		$0 Hold
8
– – ﹤0.01% 3958
2022
Q1 		$0 Hold
8
– – ﹤0.01% 3705
2021
Q4 		$0 Buy
+8
New +$368 ﹤0.01% 3577
2021
Q2 		$53K Hold
758
– – ﹤0.01% 1380
2021
Q1 		$53K Hold
758
– – ﹤0.01% 1380
2020
Q4 		$53K Hold
758
– – ﹤0.01% 1380
2020
Q3 		$53K Hold
758
– – ﹤0.01% 1380
2020
Q2 		$53K Hold
758
– – ﹤0.01% 1380
2020
Q1 		$53K Hold
758
– – ﹤0.01% 1380
2019
Q4 		$53K Hold
758
– – ﹤0.01% 1380
2019
Q3 		$53K Hold
758
– – ﹤0.01% 1380
2019
Q2 		$53K Hold
758
– – ﹤0.01% 1380
2019
Q1 		$53K Sell
758
-3,425
-82% -$150K ﹤0.01% 1380
2018
Q4 		$157K Buy
+4,183
New +$177K ﹤0.01% 648

Other funds holding KWEB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $3.05B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its KraneShares CSI China Internet ETF (KWEB) stake by 5.2% in Q1 2026, buying an estimated $1.67K and bringing the position to 1,034 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4179.

Carson Wealth (CWM LLC) first reported a position in KWEB in Q4 2018 and has held it in 29 quarters since. The position peaked at $322K in Q1 2023. 311 funds tracked by Wall St. Rank hold KWEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,034 shares of KraneShares CSI China Internet ETF worth $29.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 51 KraneShares CSI China Internet ETF shares in Q1 2026, an estimated $1.67K.
  • KraneShares CSI China Internet ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4179 holding.
  • Carson Wealth (CWM LLC) first reported a position in KraneShares CSI China Internet ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s KraneShares CSI China Internet ETF position peaked at $322K in Q1 2023.
  • 311 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q1 2026.

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