Carson Wealth (CWM LLC)
IECS

Carson Wealth (CWM LLC)’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,889
Closed -$182K – 3362
2018
Q4 		$182K Buy
+7,889
New +$196K ﹤0.01% 618

Other funds holding IECS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IECS Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q1 2019, closing a stake of 7,889 shares — an estimated $182K sold.

Carson Wealth (CWM LLC) first reported a position in IECS in Q4 2018 and held it in 1 quarter. The position peaked at $182K in Q4 2018. 3 funds tracked by Wall St. Rank hold IECS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7,889 iShares Evolved U.S. Consumer Staples ETF shares in Q1 2019, an estimated $182K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Evolved U.S. Consumer Staples ETF position peaked at $182K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.