Carson Wealth (CWM LLC)’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.87K	Sell	128 -19	-13%	-$1.34K	﹤0.01%	4818
2025 Q4	$10K	Buy	147 +5	+4%	+$334	﹤0.01%	4562
2025 Q3	$9K	Sell	142 -19	-12%	-$1.23K	﹤0.01%	4535
2025 Q2	$10K	Sell	161 -39	-20%	-$2.32K	﹤0.01%	4306
2025 Q1	$12K	Hold	200	–	–	﹤0.01%	4017
2024 Q4	$11K	Buy	+200	New	+$12.1K	﹤0.01%	3825
2022 Q4	–	Sell	-8	Closed	–	–	4198
2022 Q3	$0	Buy	+8	New	+$443	﹤0.01%	4138

Other funds holding QEMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) stake by 13% in Q1 2026, selling an estimated $1.34K and leaving 128 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4818.

Carson Wealth (CWM LLC) first reported a position in QEMM in Q3 2022 and has held it in 7 quarters since. The position peaked at $12K in Q1 2025. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2026.

Carson Wealth (CWM LLC) held 128 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $8.87K as of Q1 2026.
Carson Wealth (CWM LLC) sold 19 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2026, an estimated $1.34K.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4818 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q3 2022 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $12K in Q1 2025.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2026.

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