Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26M Sell
68,193
-950
-1% -$121K 0.02% 619
2025
Q4 		$8.91M Sell
69,143
-3,422
-5% -$437K 0.02% 562
2025
Q3 		$9.14M Sell
72,565
-3,256
-4% -$394K 0.03% 501
2025
Q2 		$8.81M Sell
75,821
-255
-0.3% -$27.2K 0.03% 418
2025
Q1 		$7.79M Buy
76,076
+1,040
+1% +$113K 0.03% 409
2024
Q4 		$8.27M Sell
75,036
-15,986
-18% -$1.79M 0.03% 358
2024
Q3 		$9.9M Sell
91,022
-36,051
-28% -$3.78M 0.04% 314
2024
Q2 		$13.2M Sell
127,073
-27,918
-18% -$2.79M 0.06% 252
2024
Q1 		$15.6M Sell
154,991
-16,242
-9% -$1.55M 0.08% 227
2023
Q4 		$15.6M Buy
171,233
+93,208
+119% +$7.91M 0.08% 221
2023
Q3 		$6.35M Buy
78,025
+772
+1% +$65.5K 0.04% 318
2023
Q2 		$6.5M Sell
77,253
-2,460
-3% -$196K 0.04% 296
2023
Q1 		$6.22M Sell
79,713
-63,247
-44% -$4.78M 0.04% 284
2022
Q4 		$10.3M Sell
142,960
-21,540
-13% -$1.55M 0.08% 198
2022
Q3 		$11M Sell
164,500
-1,267
-0.8% -$95.1K 0.09% 187
2022
Q2 		$11.9M Sell
165,767
-25,874
-14% -$2.02M 0.09% 173
2022
Q1 		$16.6M Buy
191,641
+131,786
+220% +$11.3M 0.12% 159
2021
Q4 		$5.56M Buy
+59,855
New +$5.4M 0.04% 286
2021
Q2 		$29.1M Hold
351,863
– – 0.23% 82
2021
Q1 		$29.1M Hold
351,863
– – 0.23% 82
2020
Q4 		$29.1M Sell
351,863
-351,863
-50% -$23.8M 0.23% 82
2020
Q3 		$29.1M Hold
703,726
– – 0.23% 82
2020
Q2 		$29.1M Hold
703,726
– – 0.23% 82
2020
Q1 		$29.1M Hold
703,726
– – 0.23% 82
2019
Q4 		$29.1M Hold
703,726
– – 0.23% 82
2019
Q3 		$29.1M Hold
703,726
– – 0.23% 82
2019
Q2 		$29.1M Hold
703,726
– – 0.23% 82
2019
Q1 		$29.1M Buy
+703,726
New +$35.7M 0.23% 82
2017
Q4 		– Sell
-3,150
Closed -$146K – 1481
2017
Q3 		$146K Hold
3,150
– – 0.01% 361
2017
Q2 		$141K Buy
+3,150
New +$139K 0.01% 349

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.4% in Q1 2026, selling an estimated $121K and leaving 68,193 shares worth $8.26M. The position accounts for 0.02% of the portfolio, ranked #619.

Carson Wealth (CWM LLC) first reported a position in DSI in Q2 2017 and has held it in 30 quarters since. The position peaked at $29.1M in Q2 2021. 591 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,193 shares of iShares MSCI KLD 400 Social ETF worth $8.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 950 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $121K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #619 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI KLD 400 Social ETF position peaked at $29.1M in Q2 2021.
  • 591 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

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