Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global Materials ETF MXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Hold
1,596
– – ﹤0.01% 2864
2025
Q4 		$154K Sell
1,596
-22
-1% -$2.04K ﹤0.01% 2764
2025
Q3 		$150K Buy
1,618
+22
+1% +$1.95K ﹤0.01% 2669
2025
Q2 		$136K Hold
1,596
– – ﹤0.01% 2468
2025
Q1 		$130K Hold
1,596
– – ﹤0.01% 2212
2024
Q4 		$124K Buy
1,596
+1,130
+242% +$97.5K ﹤0.01% 2146
2024
Q3 		$43K Hold
466
– – ﹤0.01% 2802
2024
Q2 		$40K Buy
466
+256
+122% +$22.6K ﹤0.01% 2620
2024
Q1 		$19K Buy
210
+118
+128% +$9.95K ﹤0.01% 2947
2023
Q4 		$8K Buy
92
+81
+736% +$6.52K ﹤0.01% 3294
2023
Q3 		$1K Hold
11
– – ﹤0.01% 4026
2023
Q2 		$1K Hold
11
– – ﹤0.01% 4011
2023
Q1 		$1K Sell
11
-14
-56% -$1.17K ﹤0.01% 3877
2022
Q4 		$2K Buy
25
+1
+4% +$76 ﹤0.01% 3594
2022
Q3 		$2K Hold
24
– – ﹤0.01% 3498
2022
Q2 		$2K Buy
24
+13
+118% +$1.12K ﹤0.01% 3371
2022
Q1 		$1K Hold
11
– – ﹤0.01% 3378
2021
Q4 		$1K Buy
+11
New +$977 ﹤0.01% 3343
2021
Q2 		$1K Hold
11
– – ﹤0.01% 2828
2021
Q1 		$1K Hold
11
– – ﹤0.01% 2828
2020
Q4 		$1K Hold
11
– – ﹤0.01% 2828
2020
Q3 		$1K Hold
11
– – ﹤0.01% 2827
2020
Q2 		$1K Hold
11
– – ﹤0.01% 2827
2020
Q1 		$1K Hold
11
– – ﹤0.01% 2826
2019
Q4 		$1K Hold
11
– – ﹤0.01% 2826
2019
Q3 		$1K Hold
11
– – ﹤0.01% 2826
2019
Q2 		$1K Hold
11
– – ﹤0.01% 2826
2019
Q1 		$1K Sell
11
-471
-98% -$29.2K ﹤0.01% 2825
2018
Q4 		$28K Buy
+482
New +$29.4K ﹤0.01% 1038

Other funds holding MXI

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Global Materials ETF (MXI) position steady in Q1 2026 at 1,596 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Carson Wealth (CWM LLC) first reported a position in MXI in Q4 2018 and has held it in 29 quarters since. 101 funds tracked by Wall St. Rank hold MXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,596 shares of iShares Global Materials ETF worth $170K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Global Materials ETF share count unchanged in Q1 2026.
  • iShares Global Materials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2864 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global Materials ETF in Q4 2018 and has held it in 29 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2026.

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