Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
218,437
+1,629
+0.8% +$138K 0.05% 358
2025
Q4 		$18.3M Sell
216,808
-5,304
-2% -$447K 0.05% 351
2025
Q3 		$18.5M Sell
222,112
-11,640
-5% -$934K 0.06% 291
2025
Q2 		$17.7M Sell
233,752
-445
-0.2% -$32.8K 0.06% 264
2025
Q1 		$17M Buy
234,197
+287
+0.1% +$21.1K 0.07% 248
2024
Q4 		$16.7M Sell
233,910
-56,458
-19% -$4.4M 0.07% 238
2024
Q3 		$24.6M Sell
290,368
-40,527
-12% -$3.19M 0.11% 178
2024
Q2 		$24.8M Sell
330,895
-48,616
-13% -$3.78M 0.12% 162
2024
Q1 		$29.9M Sell
379,511
-25,825
-6% -$2M 0.15% 143
2023
Q4 		$32.9M Sell
405,336
-18,073
-4% -$1.36M 0.18% 110
2023
Q3 		$31.6M Sell
423,409
-4,502
-1% -$354K 0.19% 106
2023
Q2 		$33.8M Sell
427,911
-3,779
-0.9% -$300K 0.21% 88
2023
Q1 		$34.2M Sell
431,690
-13,301
-3% -$1.06M 0.23% 86
2022
Q4 		$35.1M Sell
444,991
-68,476
-13% -$5.22M 0.26% 80
2022
Q3 		$36.4M Sell
513,467
-18,616
-3% -$1.47M 0.29% 64
2022
Q2 		$42.5M Sell
532,083
-91,068
-15% -$7.5M 0.33% 62
2022
Q1 		$53.2M Sell
623,151
-27,806
-4% -$2.4M 0.38% 48
2021
Q4 		$59.1M Buy
+650,957
New +$60.9M 0.42% 45
2021
Q2 		$61.5M Hold
618,809
– – 0.49% 39
2021
Q1 		$61.5M Hold
618,809
– – 0.49% 39
2020
Q4 		$61.5M Hold
618,809
– – 0.49% 39
2020
Q3 		$61.5M Hold
618,809
– – 0.49% 39
2020
Q2 		$61.5M Hold
618,809
– – 0.49% 39
2020
Q1 		$61.5M Hold
618,809
– – 0.49% 39
2019
Q4 		$61.5M Hold
618,809
– – 0.49% 39
2019
Q3 		$61.5M Hold
618,809
– – 0.49% 39
2019
Q2 		$61.5M Hold
618,809
– – 0.49% 39
2019
Q1 		$61.5M Buy
618,809
+583,857
+1,670% +$33.3M 0.49% 39
2018
Q4 		$1.85M Buy
34,952
+5,491
+19% +$301K 0.05% 291
2018
Q3 		$1.72M Buy
29,461
+5,635
+24% +$326K 0.04% 264
2018
Q2 		$1.35M Buy
23,826
+11,274
+90% +$662K 0.04% 247
2018
Q1 		$739K Buy
12,552
+7,590
+153% +$455K 0.03% 254
2017
Q4 		$294K Buy
4,962
+4,877
+5,738% +$285K 0.01% 313
2017
Q3 		$5K Buy
+85
New +$4.75K ﹤0.01% 1096

Other funds holding SDG

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.75% in Q1 2026, buying an estimated $138K and bringing the position to 218,437 shares worth $18.3M. The position accounts for 0.05% of the portfolio, ranked #358.

Carson Wealth (CWM LLC) first reported a position in SDG in Q3 2017 and has held it in 34 quarters since. The position peaked at $61.5M in Q2 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 218,437 shares of iShares MSCI Global Sustainable Development Goals ETF worth $18.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,629 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $138K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #358 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $61.5M in Q2 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

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