Carson Wealth (CWM LLC)
ESGG icon

Carson Wealth (CWM LLC)’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-810
Closed -$73K – 1488
2017
Q3 		$73K Hold
810
– – ﹤0.01% 454
2017
Q2 		$70K Buy
+810
New +$68.9K ﹤0.01% 431

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESGG Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q4 2017, closing a stake of 810 shares — an estimated $73K sold.

Carson Wealth (CWM LLC) first reported a position in ESGG in Q2 2017 and held it in 2 quarters. The position peaked at $73K in Q3 2017. 8 funds tracked by Wall St. Rank hold ESGG as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 810 Northern Trust STOXX Global ESG Select ETF shares in Q4 2017, an estimated $73K.
  • Carson Wealth (CWM LLC) first reported a position in Northern Trust STOXX Global ESG Select ETF in Q2 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Northern Trust STOXX Global ESG Select ETF position peaked at $73K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.