Carson Wealth (CWM LLC)
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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
2025
Q3 		$11K Hold
2025
Q2 		$11K Hold
2025
Q1 		$11K Sell
2024
Q4 		$15K Hold
2024
Q3 		$16K Hold
2024
Q2 		$15K Hold
2024
Q1 		$15K Sell
2023
Q4 		$18K Buy