Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Consumer Staples ETF KXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5K Sell
380
-125
-25% -$8.6K ﹤0.01% 4276
2025
Q4 		$33K Buy
505
+125
+33% +$8.1K ﹤0.01% 3892
2025
Q3 		$24K Sell
380
-206
-35% -$13.5K ﹤0.01% 4013
2025
Q2 		$38K Sell
586
-1,481
-72% -$97K ﹤0.01% 3477
2025
Q1 		$132K Sell
2,067
-12
-0.6% -$745 ﹤0.01% 2197
2024
Q4 		$125K Sell
2,079
-7
-0.3% -$442 ﹤0.01% 2133
2024
Q3 		$137K Hold
2,086
– – ﹤0.01% 1992
2024
Q2 		$125K Sell
2,086
-324
-13% -$19.7K ﹤0.01% 1837
2024
Q1 		$147K Buy
2,410
+1,223
+103% +$73.1K ﹤0.01% 1669
2023
Q4 		$70K Sell
1,187
-124
-9% -$7.14K ﹤0.01% 1975
2023
Q3 		$75K Buy
1,311
+725
+124% +$43.7K ﹤0.01% 1815
2023
Q2 		$36K Hold
586
– – ﹤0.01% 2233
2023
Q1 		$36K Hold
586
– – ﹤0.01% 2095
2022
Q4 		$35K Hold
586
– – ﹤0.01% 1978
2022
Q3 		$31K Hold
586
– – ﹤0.01% 1937
2022
Q2 		$34K Hold
586
– – ﹤0.01% 1816
2022
Q1 		$36K Sell
586
-1,489
-72% -$92.8K ﹤0.01% 1763
2021
Q4 		$134K Buy
+2,075
New +$129K ﹤0.01% 1192
2021
Q2 		$23K Hold
380
– – ﹤0.01% 1729
2021
Q1 		$23K Hold
380
– – ﹤0.01% 1729
2020
Q4 		$23K Hold
380
– – ﹤0.01% 1729
2020
Q3 		$23K Hold
380
– – ﹤0.01% 1729
2020
Q2 		$23K Hold
380
– – ﹤0.01% 1729
2020
Q1 		$23K Hold
380
– – ﹤0.01% 1729
2019
Q4 		$23K Hold
380
– – ﹤0.01% 1729
2019
Q3 		$23K Hold
380
– – ﹤0.01% 1729
2019
Q2 		$23K Hold
380
– – ﹤0.01% 1729
2019
Q1 		$23K Buy
+380
New +$18.6K ﹤0.01% 1729

Other funds holding KXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Global Consumer Staples ETF (KXI) stake by 25% in Q1 2026, selling an estimated $8.6K and leaving 380 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Carson Wealth (CWM LLC) first reported a position in KXI in Q1 2019 and has held it in 28 quarters since. The position peaked at $147K in Q1 2024. 128 funds tracked by Wall St. Rank hold KXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 380 shares of iShares Global Consumer Staples ETF worth $25.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 125 iShares Global Consumer Staples ETF shares in Q1 2026, an estimated $8.6K.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4276 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Consumer Staples ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Global Consumer Staples ETF position peaked at $147K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2026.

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