Carson Wealth (CWM LLC)’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESMV Stock Details ESMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Sell	362 -6	-2%	-$174	﹤0.01%	4769
2025 Q4	$11K	Sell	368 -3	-0.8%	-$87	﹤0.01%	4491
2025 Q3	$11K	Hold	371	–	–	﹤0.01%	4427
2025 Q2	$11K	Hold	371	–	–	﹤0.01%	4230
2025 Q1	$11K	Sell	371 -182	-33%	-$5.2K	﹤0.01%	4047
2024 Q4	$15K	Hold	553	–	–	﹤0.01%	3623
2024 Q3	$16K	Hold	553	–	–	﹤0.01%	3498
2024 Q2	$15K	Hold	553	–	–	﹤0.01%	3295
2024 Q1	$15K	Sell	553 -179	-24%	-$4.6K	﹤0.01%	3083
2023 Q4	$18K	Buy	+732	New	+$17.3K	﹤0.01%	2830

Other funds holding ESMV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPA

Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) stake by 1.6% in Q1 2026, selling an estimated $174 and leaving 362 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4769.

Carson Wealth (CWM LLC) first reported a position in ESMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $18K in Q4 2023. 7 funds tracked by Wall St. Rank hold ESMV as of Q1 2026.

Carson Wealth (CWM LLC) held 362 shares of iShares ESG Optimized MSCI USA Min Vol Factor ETF worth $10.2K as of Q1 2026.
Carson Wealth (CWM LLC) sold 6 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $174.
iShares ESG Optimized MSCI USA Min Vol Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4769 holding.
Carson Wealth (CWM LLC) first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $18K in Q4 2023.
7 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q1 2026.

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