Carson Wealth (CWM LLC)
EFAD icon

Carson Wealth (CWM LLC)’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFAD Stock Details EFAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.49K Hold
183
– – ﹤0.01% 4893
2025
Q4 		$8K Buy
+183
New +$7.68K ﹤0.01% 4629

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ProShares MSCI EAFE Dividend Growers ETF (EFAD) position steady in Q1 2026 at 183 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4893.

Carson Wealth (CWM LLC) first reported a position in EFAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $8K in Q4 2025. 28 funds tracked by Wall St. Rank hold EFAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 183 shares of ProShares MSCI EAFE Dividend Growers ETF worth $7.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ProShares MSCI EAFE Dividend Growers ETF share count unchanged in Q1 2026.
  • ProShares MSCI EAFE Dividend Growers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4893 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares MSCI EAFE Dividend Growers ETF position peaked at $8K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2026.

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