Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3K Hold
38
– – ﹤0.01% 5183
2025
Q4 		$3K Buy
+38
New +$2.56K ﹤0.01% 5007
2017
Q1 		– Sell
-125,420
Closed -$2.15M – 1295
2016
Q4 		$2.15M Sell
125,420
-125,421
-50% -$2.33M 0.13% 146
2016
Q3 		$5.58M Hold
250,841
– – 0.39% 77
2016
Q2 		$5.92M Sell
250,841
-147,500
-37% -$3.04M 0.43% 78
2016
Q1 		$6.82M Sell
398,341
-118,387
-23% -$1.72M 0.6% 65
2015
Q4 		$5.66M Buy
516,728
+61,808
+14% +$705K 0.55% 68
2015
Q3 		$4.89M Buy
454,920
+56,090
+14% +$645K 0.49% 73
2015
Q2 		$5.7M Buy
398,830
+41,120
+11% +$649K 0.55% 78
2015
Q1 		$5.29M Buy
357,710
+56,738
+19% +$944K 0.54% 70
2014
Q4 		$4.48M Buy
300,972
+89,050
+42% +$1.41M 0.54% 62
2014
Q3 		$3.86M Buy
211,922
+11,250
+6% +$242K 0.56% 56
2014
Q2 		$4.44M Buy
200,672
+16,469
+9% +$337K 0.79% 40
2014
Q1 		$3.72M Buy
184,203
+6,723
+4% +$141K 0.51% 52
2013
Q4 		$3.23M Buy
177,480
+73,092
+70% +$1.44M 0.5% 49
2013
Q3 		$2.21M Buy
+104,388
New +$2.28M 0.58% 45

Other funds holding RING

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares MSCI Global Gold Miners ETF (RING) position steady in Q1 2026 at 38 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #5183.

Carson Wealth (CWM LLC) first reported a position in RING in Q3 2013 and has held it in 16 quarters since. The position peaked at $6.82M in Q1 2016. 238 funds tracked by Wall St. Rank hold RING as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38 shares of iShares MSCI Global Gold Miners ETF worth $3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI Global Gold Miners ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Gold Miners ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5183 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2013 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Global Gold Miners ETF position peaked at $6.82M in Q1 2016.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2026.

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