Carson Wealth (CWM LLC)
EFAX icon

Carson Wealth (CWM LLC)’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFAX Stock Details EFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.78K Buy
+96
New +$4.99K ﹤0.01% 5041

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2026: 96 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #5041 among its holdings.

89 funds tracked by Wall St. Rank hold EFAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 96 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $4.78K as of Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5041 holding.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2026.

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