Carson Wealth (CWM LLC)
SEEM

Carson Wealth (CWM LLC)’s SEI Select Emerging Markets Equity ETF SEEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEEM Stock Details SEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.42K Sell
135
-205
-60% -$6.94K ﹤0.01% 5067
2025
Q4 		$11K Sell
340
-2,084
-86% -$64.1K ﹤0.01% 4519
2025
Q3 		$73K Buy
2,424
+2,289
+1,696% +$65.5K ﹤0.01% 3221
2025
Q2 		$4K Hold
135
– – ﹤0.01% 4728
2025
Q1 		$3K Hold
135
– – ﹤0.01% 4713
2024
Q4 		$3K Buy
+135
New +$3.26K ﹤0.01% 4483

Other funds holding SEEM

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SEI Select Emerging Markets Equity ETF (SEEM) stake by 60% in Q1 2026, selling an estimated $6.94K and leaving 135 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #5067.

Carson Wealth (CWM LLC) first reported a position in SEEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $73K in Q3 2025. 33 funds tracked by Wall St. Rank hold SEEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 135 shares of SEI Select Emerging Markets Equity ETF worth $4.42K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 205 SEI Select Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.94K.
  • SEI Select Emerging Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5067 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI Select Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s SEI Select Emerging Markets Equity ETF position peaked at $73K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held SEI Select Emerging Markets Equity ETF as of Q1 2026.

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