Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock World ex US Carbon Transition Readiness ETF LCTD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCTD Stock Details LCTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.02M Sell
2025
Q2 		$3.51M Buy
2025
Q1 		$1.44M Sell
2024
Q4 		$3.21M Sell
2024
Q3 		$4.5M Buy
2024
Q2 		$2.7M Sell
2024
Q1 		$3.27M Buy
2023
Q4 		$3.13M Sell
2023
Q3 		$7.99M Buy