Carson Wealth (CWM LLC)
EFIV icon

Carson Wealth (CWM LLC)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$593K Buy
9,398
+1,020
+12% +$67.4K ﹤0.01% 1890
2025
Q4 		$554K Sell
8,378
-66
-0.8% -$4.29K ﹤0.01% 1856
2025
Q3 		$537K Sell
8,444
-386
-4% -$23.5K ﹤0.01% 1757
2025
Q2 		$517K Buy
8,830
+375
+4% +$20.3K ﹤0.01% 1572
2025
Q1 		$452K Sell
8,455
-1,112
-12% -$62.5K ﹤0.01% 1489
2024
Q4 		$540K Buy
9,567
+3,201
+50% +$183K ﹤0.01% 1345
2024
Q3 		$355K Buy
6,366
+1,070
+20% +$57.7K ﹤0.01% 1461
2024
Q2 		$281K Buy
5,296
+534
+11% +$27.2K ﹤0.01% 1423
2024
Q1 		$241K Sell
4,762
-5,197
-52% -$251K ﹤0.01% 1428
2023
Q4 		$460K Sell
9,959
-721
-7% -$31.3K ﹤0.01% 1095
2023
Q3 		$443K Buy
10,680
+8,851
+484% +$383K ﹤0.01% 1017
2023
Q2 		$79K Buy
+1,829
New +$74.4K ﹤0.01% 1693
2023
Q1 		– Sell
-1,163
Closed -$43K – 4125
2022
Q4 		$43K Sell
1,163
-131
-10% -$4.83K ﹤0.01% 1815
2022
Q3 		$44K Buy
+1,294
New +$49.2K ﹤0.01% 1714

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 12% in Q1 2026, buying an estimated $67.4K and bringing the position to 9,398 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Carson Wealth (CWM LLC) first reported a position in EFIV in Q3 2022 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,398 shares of State Street SPDR S&P 500 ESG ETF worth $593K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,020 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $67.4K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1890 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 14 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

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