Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESIX Stock Details ESIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17K Buy
2025
Q2 		$12K Hold
2025
Q1 		$11K Hold
2024
Q4 		$12K Hold
2024
Q3 		$13K Buy
2024
Q2 		$5K Hold
2024
Q1 		$5K Buy