Carson Wealth (CWM LLC)’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.1K	Sell	756 -244	-24%	-$5.89K	﹤0.01%	4516
2025 Q4	$23K	Buy	1,000 +820	+456%	+$19.2K	﹤0.01%	4088
2025 Q3	$4K	Buy	+180	New	+$4.18K	﹤0.01%	4812
2025 Q2	–	Sell	-76	Closed	-$2K	–	5184
2025 Q1	$2K	Buy	76 +65	+591%	+$1.31K	﹤0.01%	4758
2024 Q4	$0	Sell	11 -657	-98%	-$14.1K	﹤0.01%	5003
2024 Q3	$16K	Buy	668 +384	+135%	+$8.35K	﹤0.01%	3506
2024 Q2	$6K	Buy	+284	New	+$5.98K	﹤0.01%	3776
2023 Q1	–	Sell	-150	Closed	-$3K	–	4169
2022 Q4	$3K	Buy	+150	New	+$3.07K	﹤0.01%	3413
2022 Q3	–	Sell	-28	Closed	-$1K	–	4026
2022 Q2	$1K	Buy	+28	New	+$684	﹤0.01%	3550

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Xtrackers International Real Estate ETF (HAUZ) stake by 24% in Q1 2026, selling an estimated $5.89K and leaving 756 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4516.

Carson Wealth (CWM LLC) first reported a position in HAUZ in Q2 2022 and has held it in 9 quarters since. The position peaked at $23K in Q4 2025. 104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

Carson Wealth (CWM LLC) held 756 shares of Xtrackers International Real Estate ETF worth $17.1K as of Q1 2026.
Carson Wealth (CWM LLC) sold 244 Xtrackers International Real Estate ETF shares in Q1 2026, an estimated $5.89K.
Xtrackers International Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4516 holding.
Carson Wealth (CWM LLC) first reported a position in Xtrackers International Real Estate ETF in Q2 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Xtrackers International Real Estate ETF position peaked at $23K in Q4 2025.
104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

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