Carson Wealth (CWM LLC)’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.3K	Hold	1,261	–	–	﹤0.01%	3903
2025 Q4	$44K	Hold	1,261	–	–	﹤0.01%	3690
2025 Q3	$44K	Hold	1,261	–	–	﹤0.01%	3632
2025 Q2	$42K	Hold	1,261	–	–	﹤0.01%	3411
2025 Q1	$39K	Hold	1,261	–	–	﹤0.01%	3181
2024 Q4	$37K	Hold	1,261	–	–	﹤0.01%	3003
2024 Q3	$42K	Hold	1,261	–	–	﹤0.01%	2816
2024 Q2	$39K	Hold	1,261	–	–	﹤0.01%	2632
2024 Q1	$39K	Hold	1,261	–	–	﹤0.01%	2457
2023 Q4	$37K	Hold	1,261	–	–	﹤0.01%	2356
2023 Q3	$34K	Hold	1,261	–	–	﹤0.01%	2317
2023 Q2	$36K	Hold	1,261	–	–	﹤0.01%	2223
2023 Q1	$35K	Buy	+1,261	New	+$34.4K	﹤0.01%	2107

Other funds holding EASG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) position steady in Q1 2026 at 1,261 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

Carson Wealth (CWM LLC) first reported a position in EASG in Q1 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold EASG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,261 shares of Xtrackers MSCI EAFE ESG Leaders Equity ETF worth $44.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Xtrackers MSCI EAFE ESG Leaders Equity ETF share count unchanged in Q1 2026.
Xtrackers MSCI EAFE ESG Leaders Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3903 holding.
Carson Wealth (CWM LLC) first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q1 2023 and has held it in 13 quarters since.
28 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q1 2026.

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