Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Matthews Korea Active ETF MKOR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MKOR Stock Details MKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.81K Hold
179
– – ﹤0.01% 4873
2025
Q4 		$6K Buy
+179
New +$5.9K ﹤0.01% 4758

Other funds holding MKOR

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Matthews Korea Active ETF (MKOR) position steady in Q1 2026 at 179 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #4873.

Carson Wealth (CWM LLC) first reported a position in MKOR in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold MKOR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 179 shares of Matthews Korea Active ETF worth $7.81K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Matthews Korea Active ETF share count unchanged in Q1 2026.
  • Matthews Korea Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4873 holding.
  • Carson Wealth (CWM LLC) first reported a position in Matthews Korea Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Matthews Korea Active ETF as of Q1 2026.

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