Carson Wealth (CWM LLC)
PICK icon

Carson Wealth (CWM LLC)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66K Buy
1,167
+366
+46% +$21.3K ﹤0.01% 3603
2025
Q4 		$41K Sell
801
-419
-34% -$19.8K ﹤0.01% 3747
2025
Q3 		$54K Sell
1,220
-90
-7% -$3.66K ﹤0.01% 3471
2025
Q2 		$49K Buy
1,310
+94
+8% +$3.38K ﹤0.01% 3300
2025
Q1 		$44K Buy
1,216
+94
+8% +$3.43K ﹤0.01% 3084
2024
Q4 		$39K Buy
1,122
+6
+0.5% +$238 ﹤0.01% 2977
2024
Q3 		$48K Sell
1,116
-94
-8% -$3.71K ﹤0.01% 2723
2024
Q2 		$49K Sell
1,210
-147
-11% -$6.31K ﹤0.01% 2492
2024
Q1 		$57K Buy
1,357
+112
+9% +$4.51K ﹤0.01% 2217
2023
Q4 		$54K Sell
1,245
-431
-26% -$17.1K ﹤0.01% 2129
2023
Q3 		$67K Buy
1,676
+476
+40% +$19.4K ﹤0.01% 1892
2023
Q2 		$49K Buy
1,200
+403
+51% +$16.4K ﹤0.01% 2010
2023
Q1 		$34K Buy
797
+112
+16% +$4.89K ﹤0.01% 2131
2022
Q4 		$28K Hold
685
– – ﹤0.01% 2132
2022
Q3 		$23K Buy
685
+250
+57% +$8.98K ﹤0.01% 2144
2022
Q2 		$15K Sell
435
-586
-57% -$26.1K ﹤0.01% 2324
2022
Q1 		$52K Buy
1,021
+586
+135% +$27.3K ﹤0.01% 1594
2021
Q4 		$19K Buy
+435
New +$18.3K ﹤0.01% 2026
2021
Q2 		$20K Hold
449
– – ﹤0.01% 1798
2021
Q1 		$20K Hold
449
– – ﹤0.01% 1798
2020
Q4 		$20K Hold
449
– – ﹤0.01% 1798
2020
Q3 		$20K Hold
449
– – ﹤0.01% 1798
2020
Q2 		$20K Hold
449
– – ﹤0.01% 1797
2020
Q1 		$20K Hold
449
– – ﹤0.01% 1797
2019
Q4 		$20K Hold
449
– – ﹤0.01% 1797
2019
Q3 		$20K Hold
449
– – ﹤0.01% 1797
2019
Q2 		$20K Hold
449
– – ﹤0.01% 1797
2019
Q1 		$20K Buy
+449
New +$13.3K ﹤0.01% 1796

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 46% in Q1 2026, buying an estimated $21.3K and bringing the position to 1,167 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Carson Wealth (CWM LLC) first reported a position in PICK in Q1 2019 and has held it in 28 quarters since. The position peaked at $67K in Q3 2023. 220 funds tracked by Wall St. Rank hold PICK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,167 shares of iShares MSCI Global Metals & Mining Producers ETF worth $66K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 366 iShares MSCI Global Metals & Mining Producers ETF shares in Q1 2026, an estimated $21.3K.
  • iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3603 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Global Metals & Mining Producers ETF position peaked at $67K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q1 2026.

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