Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NZAC Stock Details NZAC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$119K Sell
2025
Q2 		$111K Buy
2025
Q1 		$99K Sell
2024
Q4 		$103K Sell
2024
Q3 		$443K Sell
2024
Q2 		$411K Buy
2024
Q1 		$328K Buy
2023
Q4 		$76K Buy
2023
Q3 		$67K Buy