Carson Wealth (CWM LLC)
MFDX icon

Carson Wealth (CWM LLC)’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFDX Stock Details MFDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9K Sell
424
-207
-33% -$8.4K ﹤0.01% 4521
2025
Q4 		$24K Buy
631
+4
+0.6% +$150 ﹤0.01% 4067
2025
Q3 		$23K Sell
627
-106
-14% -$3.84K ﹤0.01% 4038
2025
Q2 		$26K Sell
733
-208
-22% -$7.01K ﹤0.01% 3742
2025
Q1 		$30K Buy
941
+5
+0.5% +$157 ﹤0.01% 3384
2024
Q4 		$28K Buy
+936
New +$28.8K ﹤0.01% 3225

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 33% in Q1 2026, selling an estimated $8.4K and leaving 424 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

Carson Wealth (CWM LLC) first reported a position in MFDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $30K in Q1 2025. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 424 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $16.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 207 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $8.4K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4521 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO RAFI Multi-Factor International Equity ETF position peaked at $30K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

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