Carson Wealth (CWM LLC)
ESGL

Carson Wealth (CWM LLC)’s Invesco ESG Revenue ETF ESGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESGL Stock Details ESGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,992
Closed -$146K – 1630
2017
Q3 		$146K Hold
4,992
– – 0.01% 362
2017
Q2 		$142K Buy
+4,992
New +$140K 0.01% 348

Other funds holding ESGL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invesco ESG Revenue ETF (ESGL) in Q4 2017, closing a stake of 4,992 shares — an estimated $146K sold.

Carson Wealth (CWM LLC) first reported a position in ESGL in Q2 2017 and held it in 2 quarters. The position peaked at $146K in Q3 2017. 4 funds tracked by Wall St. Rank hold ESGL as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Invesco ESG Revenue ETF position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,992 Invesco ESG Revenue ETF shares in Q4 2017, an estimated $146K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco ESG Revenue ETF in Q2 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco ESG Revenue ETF position peaked at $146K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q4 2017.

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