Carson Wealth (CWM LLC)
EVUS icon

Carson Wealth (CWM LLC)’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVUS Stock Details EVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.99M Buy
156,705
+5,602
+4% +$185K 0.01% 812
2025
Q4 		$4.84M Buy
151,103
+41,853
+38% +$1.32M 0.01% 789
2025
Q3 		$3.44M Buy
+109,250
New +$3.35M 0.01% 866

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.7% in Q1 2026, buying an estimated $185K and bringing the position to 156,705 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #812.

Carson Wealth (CWM LLC) first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 156,705 shares of iShares ESG Aware MSCI USA Value ETF worth $4.99M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,602 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $185K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #812 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

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