Carson Wealth (CWM LLC)’s McEwen Inc MUX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MUX Stock Details MUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.25K	Buy	+306	New	+$7.27K	﹤0.01%	4950
2025 Q1	–	Sell	-1,000	Closed	-$8K	–	5143
2024 Q4	$8K	Buy	+1,000	New	+$9.04K	﹤0.01%	3997
2023 Q3	–	Sell	-300	Closed	-$2K	–	4401
2023 Q2	$2K	Buy	+300	New	+$2.42K	﹤0.01%	3822
2021 Q2	$0	Hold	5	–	–	﹤0.01%	2982
2021 Q1	$0	Hold	5	–	–	﹤0.01%	2982
2020 Q4	$0	Hold	5	–	–	﹤0.01%	2980
2020 Q3	$0	Hold	5	–	–	﹤0.01%	2979
2020 Q2	$0	Hold	5	–	–	﹤0.01%	2979
2020 Q1	$0	Hold	5	–	–	﹤0.01%	2979
2019 Q4	$0	Hold	5	–	–	﹤0.01%	2978
2019 Q3	$0	Hold	5	–	–	﹤0.01%	2978
2019 Q2	$0	Hold	5	–	–	﹤0.01%	2978
2019 Q1	$0	Buy	+5	New	+$89	﹤0.01%	3165
2017 Q2	–	Sell	-269	Closed	-$8K	–	1266
2017 Q1	$8K	Buy	+269	New	+$9.7K	﹤0.01%	799

Other funds holding MUX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in McEwen Inc (MUX) in Q1 2026: 306 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #4950 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in MUX as recently as Q4 2024.

Carson Wealth (CWM LLC) first reported a position in MUX in Q1 2017 and has held it in 14 quarters since. The position peaked at $8K in Q4 2024. 154 funds tracked by Wall St. Rank hold MUX as of Q1 2026.

Carson Wealth (CWM LLC) held 306 shares of McEwen Inc worth $6.25K as of Q1 2026.
McEwen Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
McEwen Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4950 holding.
Carson Wealth (CWM LLC) first reported a position in McEwen Inc in Q1 2017 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s McEwen Inc position peaked at $8K in Q4 2024.
154 funds tracked by Wall St. Rank held McEwen Inc as of Q1 2026.

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