Carson Wealth (CWM LLC)’s SEI Select International Equity ETF SEIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7K	Sell	327 -497	-60%	-$16.8K	﹤0.01%	4752
2025 Q4	$27K	Sell	824 -4,838	-85%	-$151K	﹤0.01%	4008
2025 Q3	$173K	Buy	5,662 +5,335	+1,631%	+$159K	﹤0.01%	2555
2025 Q2	$10K	Hold	327	–	–	﹤0.01%	4327
2025 Q1	$9K	Hold	327	–	–	﹤0.01%	4192
2024 Q4	$8K	Buy	+327	New	+$8K	﹤0.01%	4021

Other funds holding SEIE

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SEI Select International Equity ETF (SEIE) stake by 60% in Q1 2026, selling an estimated $16.8K and leaving 327 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4752.

Carson Wealth (CWM LLC) first reported a position in SEIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $173K in Q3 2025. 41 funds tracked by Wall St. Rank hold SEIE as of Q1 2026.

Carson Wealth (CWM LLC) held 327 shares of SEI Select International Equity ETF worth $10.7K as of Q1 2026.
Carson Wealth (CWM LLC) sold 497 SEI Select International Equity ETF shares in Q1 2026, an estimated $16.8K.
SEI Select International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4752 holding.
Carson Wealth (CWM LLC) first reported a position in SEI Select International Equity ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s SEI Select International Equity ETF position peaked at $173K in Q3 2025.
41 funds tracked by Wall St. Rank held SEI Select International Equity ETF as of Q1 2026.

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