Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Mercer International MERC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32 Hold
23
– – ﹤0.01% 5619
2025
Q4 		$0 Sell
23
-11
-32% -$23 ﹤0.01% 5523
2025
Q3 		$0 Sell
34
-7,026
-100% -$23.2K ﹤0.01% 5431
2025
Q2 		$25K Buy
7,060
+5,840
+479% +$24.2K ﹤0.01% 3772
2025
Q1 		$8K Buy
1,220
+302
+33% +$2.03K ﹤0.01% 4223
2024
Q4 		$6K Buy
918
+770
+520% +$5.04K ﹤0.01% 4129
2024
Q3 		$1K Buy
148
+31
+26% +$214 ﹤0.01% 4631
2024
Q2 		$1K Buy
+117
New +$1.13K ﹤0.01% 4417
2023
Q4 		– Sell
-15
Closed – – 4370
2023
Q3 		$0 Sell
15
-166
-92% -$1.43K ﹤0.01% 4384
2023
Q2 		$1K Buy
181
+87
+93% +$790 ﹤0.01% 4002
2023
Q1 		$1K Sell
94
-610
-87% -$6.88K ﹤0.01% 3872
2022
Q4 		$8K Buy
704
+357
+103% +$4.75K ﹤0.01% 2942
2022
Q3 		$4K Hold
347
– – ﹤0.01% 3187
2022
Q2 		$5K Hold
347
– – ﹤0.01% 2990
2022
Q1 		$5K Hold
347
– – ﹤0.01% 2848
2021
Q4 		$4K Buy
+347
New +$3.85K ﹤0.01% 2850
2019
Q1 		– Sell
-2,000
Closed -$21K – 3150
2018
Q4 		$21K Buy
2,000
+1,000
+100% +$13.9K ﹤0.01% 1123
2018
Q3 		$17K Buy
+1,000
New +$17.4K ﹤0.01% 995

Other funds holding MERC

IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Mercer International (MERC) position steady in Q1 2026 at 23 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #5619.

Carson Wealth (CWM LLC) first reported a position in MERC in Q3 2018 and has held it in 18 quarters since. The position peaked at $25K in Q2 2025. 76 funds tracked by Wall St. Rank hold MERC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23 shares of Mercer International worth $32 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Mercer International share count unchanged in Q1 2026.
  • Mercer International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5619 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mercer International in Q3 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Mercer International position peaked at $25K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Mercer International as of Q1 2026.

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