Carson Wealth (CWM LLC)’s Mexico Fund MXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5K	Buy	741 +2	+0.3%	+$43	﹤0.01%	4566
2025 Q4	$15K	Buy	739 +112	+18%	+$2.17K	﹤0.01%	4336
2025 Q3	$12K	Hold	627	–	–	﹤0.01%	4403
2025 Q2	$11K	Hold	627	–	–	﹤0.01%	4248
2025 Q1	$9K	Hold	627	–	–	﹤0.01%	4170
2024 Q4	$8K	Hold	627	–	–	﹤0.01%	3998
2024 Q3	$9K	Hold	627	–	–	﹤0.01%	3843
2024 Q2	$10K	Hold	627	–	–	﹤0.01%	3552
2024 Q1	$12K	Buy	627 +450	+254%	+$8.33K	﹤0.01%	3236
2023 Q4	$3K	Hold	177	–	–	﹤0.01%	3719
2023 Q3	$3K	Hold	177	–	–	﹤0.01%	3688
2023 Q2	$3K	Hold	177	–	–	﹤0.01%	3666
2023 Q1	$3K	Hold	177	–	–	﹤0.01%	3539
2022 Q4	$3K	Hold	177	–	–	﹤0.01%	3437
2022 Q3	$2K	Buy	+177	New	+$2.47K	﹤0.01%	3497

Other funds holding MXF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

ACM

Altium Capital Management New York $42M AUM

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Mexico Fund (MXF) stake by 0.27% in Q1 2026, buying an estimated $43 and bringing the position to 741 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4566.

Carson Wealth (CWM LLC) first reported a position in MXF in Q3 2022 and has held it in 15 quarters since. 44 funds tracked by Wall St. Rank hold MXF as of Q1 2026.

Carson Wealth (CWM LLC) held 741 shares of Mexico Fund worth $15.5K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2 Mexico Fund shares in Q1 2026, an estimated $43.
Mexico Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4566 holding.
Carson Wealth (CWM LLC) first reported a position in Mexico Fund in Q3 2022 and has held it in 15 quarters since.
44 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2026.

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