Carson Wealth (CWM LLC)
TEI

Carson Wealth (CWM LLC)’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.83K Hold
1,469
– – ﹤0.01% 4822
2025
Q4 		$9K Buy
1,469
+1,000
+213% +$6.37K ﹤0.01% 4610
2025
Q3 		$3K Hold
469
– – ﹤0.01% 4945
2025
Q2 		$3K Hold
469
– – ﹤0.01% 4816
2025
Q1 		$3K Hold
469
– – ﹤0.01% 4691
2024
Q4 		$2K Hold
469
– – ﹤0.01% 4616
2024
Q3 		$3K Buy
+469
New +$2.62K ﹤0.01% 4323
2023
Q3 		– Sell
-190
Closed -$1K – 4525
2023
Q2 		$1K Buy
+190
New +$959 ﹤0.01% 4076
2023
Q1 		– Sell
-105
Closed -$1K – 4339
2022
Q4 		$1K Hold
105
– – ﹤0.01% 3854
2022
Q3 		$0 Hold
105
– – ﹤0.01% 4179
2022
Q2 		$1K Buy
+105
New +$628 ﹤0.01% 3648
2022
Q1 		– Sell
-3
Closed – – 3864
2021
Q4 		$0 Buy
+3
New +$23 ﹤0.01% 3645
2021
Q2 		$13K Hold
1,569
– – ﹤0.01% 2001
2021
Q1 		$13K Hold
1,569
– – ﹤0.01% 2001
2020
Q4 		$13K Hold
1,569
– – ﹤0.01% 2001
2020
Q3 		$13K Hold
1,569
– – ﹤0.01% 2001
2020
Q2 		$13K Hold
1,569
– – ﹤0.01% 2000
2020
Q1 		$13K Hold
1,569
– – ﹤0.01% 2000
2019
Q4 		$13K Hold
1,569
– – ﹤0.01% 2000
2019
Q3 		$13K Hold
1,569
– – ﹤0.01% 2000
2019
Q2 		$13K Hold
1,569
– – ﹤0.01% 2000
2019
Q1 		$13K Sell
1,569
-10,332
-87% -$106K ﹤0.01% 2000
2018
Q4 		$114K Buy
+11,901
New +$115K ﹤0.01% 700

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Templeton Emerging Markets Income Fund (TEI) position steady in Q1 2026 at 1,469 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4822.

Carson Wealth (CWM LLC) first reported a position in TEI in Q4 2018 and has held it in 23 quarters since. The position peaked at $114K in Q4 2018. 96 funds tracked by Wall St. Rank hold TEI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,469 shares of Templeton Emerging Markets Income Fund worth $8.83K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Templeton Emerging Markets Income Fund share count unchanged in Q1 2026.
  • Templeton Emerging Markets Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4822 holding.
  • Carson Wealth (CWM LLC) first reported a position in Templeton Emerging Markets Income Fund in Q4 2018 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Templeton Emerging Markets Income Fund position peaked at $114K in Q4 2018.
  • 96 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2026.

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