Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
48,295
+547
+1% +$26.5K 0.01% 1149
2025
Q4 		$2.19M Buy
47,748
+13,906
+41% +$634K 0.01% 1109
2025
Q3 		$1.53M Buy
33,842
+5,197
+18% +$226K ﹤0.01% 1212
2025
Q2 		$1.18M Buy
28,645
+8,770
+44% +$339K ﹤0.01% 1168
2025
Q1 		$763K Sell
19,875
-609
-3% -$25.3K ﹤0.01% 1292
2024
Q4 		$861K Buy
20,484
+4,023
+24% +$174K ﹤0.01% 1161
2024
Q3 		$688K Sell
16,461
-544
-3% -$21.9K ﹤0.01% 1191
2024
Q2 		$655K Buy
17,005
+634
+4% +$24.5K ﹤0.01% 1093
2024
Q1 		$659K Sell
16,371
-2,345
-13% -$89.2K ﹤0.01% 1023
2023
Q4 		$711K Sell
18,716
-144,309
-89% -$4.93M ﹤0.01% 940
2023
Q3 		$5.49M Sell
163,025
-196,776
-55% -$7M 0.03% 345
2023
Q2 		$12.8M Sell
359,801
-15,834
-4% -$536K 0.08% 203
2023
Q1 		$12.8M Sell
375,635
-66,970
-15% -$2.34M 0.09% 193
2022
Q4 		$14.6M Sell
442,605
-129,045
-23% -$4.29M 0.11% 166
2022
Q3 		$17.5M Sell
571,650
-28,623
-5% -$966K 0.14% 138
2022
Q2 		$18.9M Sell
600,273
-166,185
-22% -$5.72M 0.15% 134
2022
Q1 		$29.2M Sell
766,458
-76,321
-9% -$2.88M 0.21% 90
2021
Q4 		$34M Buy
+842,779
New +$34.1M 0.24% 76
2021
Q2 		$32.6M Hold
807,587
– – 0.26% 65
2021
Q1 		$32.6M Hold
807,587
– – 0.26% 65
2020
Q4 		$32.6M Hold
807,587
– – 0.26% 65
2020
Q3 		$32.6M Hold
807,587
– – 0.26% 65
2020
Q2 		$32.6M Hold
807,587
– – 0.26% 65
2020
Q1 		$32.6M Hold
807,587
– – 0.26% 65
2019
Q4 		$32.6M Hold
807,587
– – 0.26% 65
2019
Q3 		$32.6M Hold
807,587
– – 0.26% 65
2019
Q2 		$32.6M Hold
807,587
– – 0.26% 65
2019
Q1 		$32.6M Buy
807,587
+796,327
+7,072% +$20.4M 0.26% 65
2018
Q4 		$255K Buy
11,260
+2,463
+28% +$62K 0.01% 551
2018
Q3 		$248K Buy
+8,797
New +$247K 0.01% 488

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.1% in Q1 2026, buying an estimated $26.5K and bringing the position to 48,295 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1149.

Carson Wealth (CWM LLC) first reported a position in ESML in Q3 2018 and has held it in 30 quarters since. The position peaked at $34M in Q4 2021. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Carson Wealth (CWM LLC) held 48,295 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.27M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 547 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $26.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1149 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $34M in Q4 2021.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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