Carson Wealth (CWM LLC)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.5K	Sell	497 -517	-51%	-$68.8K	﹤0.01%	3632
2025 Q4	$134K	Sell	1,014 -33	-3%	-$4.29K	﹤0.01%	2854
2025 Q3	$133K	Sell	1,047 -1,305	-55%	-$163K	﹤0.01%	2758
2025 Q2	$294K	Sell	2,352 -5,661	-71%	-$659K	﹤0.01%	1885
2025 Q1	$915K	Buy	8,013 +7,706	+2,510%	+$910K	﹤0.01%	1178
2024 Q4	$36K	Hold	307	–	–	﹤0.01%	3034
2024 Q3	$35K	Hold	307	–	–	﹤0.01%	2975
2024 Q2	$33K	Hold	307	–	–	﹤0.01%	2776
2024 Q1	$32K	Buy	+307	New	+$30.9K	﹤0.01%	2607

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR MSCI USA Gender Diversity ETF (SHE) stake by 51% in Q1 2026, selling an estimated $68.8K and leaving 497 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

Carson Wealth (CWM LLC) first reported a position in SHE in Q1 2024 and has held it in 9 quarters since. The position peaked at $915K in Q1 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q1 2026.

Carson Wealth (CWM LLC) held 497 shares of State Street SPDR MSCI USA Gender Diversity ETF worth $63.5K as of Q1 2026.
Carson Wealth (CWM LLC) sold 517 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2026, an estimated $68.8K.
State Street SPDR MSCI USA Gender Diversity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3632 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR MSCI USA Gender Diversity ETF position peaked at $915K in Q1 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2026.

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