Carson Wealth (CWM LLC)
ERTH icon

Carson Wealth (CWM LLC)’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.4K Sell
640
-94
-13% -$4.51K ﹤0.01% 4160
2025
Q4 		$35K Buy
734
+2
+0.3% +$95 ﹤0.01% 3849
2025
Q3 		$35K Buy
732
+96
+15% +$4.31K ﹤0.01% 3783
2025
Q2 		$27K Buy
636
+2
+0.3% +$81 ﹤0.01% 3708
2025
Q1 		$25K Buy
634
+1
+0.2% +$40 ﹤0.01% 3513
2024
Q4 		$26K Hold
633
– – ﹤0.01% 3260
2024
Q3 		$29K Buy
633
+1
+0.2% +$42 ﹤0.01% 3113
2024
Q2 		$25K Sell
632
-158
-20% -$6.51K ﹤0.01% 2964
2024
Q1 		$33K Buy
790
+100
+14% +$4.23K ﹤0.01% 2571
2023
Q4 		$33K Buy
690
+175
+34% +$7.47K ﹤0.01% 2438
2023
Q3 		$23K Buy
515
+1
+0.2% +$49 ﹤0.01% 2594
2023
Q2 		$25K Sell
514
-427
-45% -$20.3K ﹤0.01% 2478
2023
Q1 		$46K Sell
941
-236
-20% -$11.8K ﹤0.01% 1918
2022
Q4 		$56K Sell
1,177
-151
-11% -$7.39K ﹤0.01% 1672
2022
Q3 		$65K Sell
1,328
-169
-11% -$9.41K ﹤0.01% 1537
2022
Q2 		$80K Buy
1,497
+1
+0.1% +$56 ﹤0.01% 1405
2022
Q1 		$92K Buy
1,496
+31
+2% +$1.87K ﹤0.01% 1354
2021
Q4 		$98K Buy
+1,465
New +$99.7K ﹤0.01% 1301
2021
Q2 		$91K Hold
1,317
– – ﹤0.01% 1168
2021
Q1 		$91K Hold
1,317
– – ﹤0.01% 1167
2020
Q4 		$91K Hold
1,317
– – ﹤0.01% 1167
2020
Q3 		$91K Hold
1,317
– – ﹤0.01% 1167
2020
Q2 		$91K Hold
1,317
– – ﹤0.01% 1167
2020
Q1 		$91K Hold
1,317
– – ﹤0.01% 1167
2019
Q4 		$91K Hold
1,317
– – ﹤0.01% 1167
2019
Q3 		$91K Hold
1,317
– – ﹤0.01% 1167
2019
Q2 		$91K Hold
1,317
– – ﹤0.01% 1167
2019
Q1 		$91K Buy
+1,317
New +$53.8K ﹤0.01% 1167

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 13% in Q1 2026, selling an estimated $4.51K and leaving 640 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4160.

Carson Wealth (CWM LLC) first reported a position in ERTH in Q1 2019 and has held it in 28 quarters since. The position peaked at $98K in Q4 2021. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 640 shares of Invesco MSCI Sustainable Future ETF worth $30.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 94 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $4.51K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco MSCI Sustainable Future ETF position peaked at $98K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

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