Carson Wealth (CWM LLC)
IVEG

Carson Wealth (CWM LLC)’s iShares Emergent Food and AgTech Multisector ETF IVEG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVEG Stock Details IVEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$1K – 4325
2023
Q3 		$1K Hold
50
– – ﹤0.01% 4005
2023
Q2 		$1K Hold
50
– – ﹤0.01% 3981
2023
Q1 		$1K Hold
50
– – ﹤0.01% 3856
2022
Q4 		$1K Hold
50
– – ﹤0.01% 3769
2022
Q3 		$1K Buy
+50
New +$1.04K ﹤0.01% 3674

Other funds holding IVEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IVEG Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares Emergent Food and AgTech Multisector ETF (IVEG) in Q4 2023, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in IVEG in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2023. 6 funds tracked by Wall St. Rank hold IVEG as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares Emergent Food and AgTech Multisector ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 iShares Emergent Food and AgTech Multisector ETF shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Emergent Food and AgTech Multisector ETF in Q3 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s iShares Emergent Food and AgTech Multisector ETF position peaked at $1K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held iShares Emergent Food and AgTech Multisector ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.