Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Sell
14,686
-2,636
-15% -$365K 0.01% 1209
2025
Q4 		$2.41M Sell
17,322
-1,711
-9% -$236K 0.01% 1067
2025
Q3 		$2.58M Sell
19,033
-794
-4% -$104K 0.01% 989
2025
Q2 		$2.51M Sell
19,827
-1,840
-8% -$217K 0.01% 868
2025
Q1 		$2.49M Buy
21,667
+169
+0.8% +$20.5K 0.01% 761
2024
Q4 		$2.61M Sell
21,498
-987
-4% -$121K 0.01% 681
2024
Q3 		$2.71M Sell
22,485
-115
-0.5% -$13.3K 0.01% 609
2024
Q2 		$2.54M Buy
22,600
+1,107
+5% +$120K 0.01% 577
2024
Q1 		$2.35M Buy
21,493
+6,025
+39% +$627K 0.01% 585
2023
Q4 		$1.55M Buy
15,468
+2,829
+22% +$264K 0.01% 639
2023
Q3 		$1.14M Sell
12,639
-2,220
-15% -$209K 0.01% 690
2023
Q2 		$1.39M Sell
14,859
-1,106
-7% -$98.2K 0.01% 606
2023
Q1 		$1.4M Sell
15,965
-710
-4% -$61K 0.01% 560
2022
Q4 		$1.37M Buy
16,675
+2,134
+15% +$176K 0.01% 527
2022
Q3 		$1.1M Sell
14,541
-1,706
-11% -$145K 0.01% 535
2022
Q2 		$1.31M Sell
16,247
-3,107
-16% -$273K 0.01% 497
2022
Q1 		$1.87M Sell
19,354
-1,111
-5% -$108K 0.01% 416
2021
Q4 		$2.17M Buy
+20,465
New +$2.1M 0.02% 415
2021
Q2 		$2.11M Hold
22,062
– – 0.02% 411
2021
Q1 		$2.11M Hold
22,062
– – 0.02% 411
2020
Q4 		$2.11M Sell
22,062
-22,062
-50% -$1.72M 0.02% 411
2020
Q3 		$2.11M Hold
44,124
– – 0.02% 411
2020
Q2 		$2.11M Hold
44,124
– – 0.02% 411
2020
Q1 		$2.11M Hold
44,124
– – 0.02% 411
2019
Q4 		$2.11M Hold
44,124
– – 0.02% 411
2019
Q3 		$2.11M Hold
44,124
– – 0.02% 411
2019
Q2 		$2.11M Hold
44,124
– – 0.02% 411
2019
Q1 		$2.11M Sell
44,124
-902
-2% -$50.8K 0.02% 411
2018
Q4 		$2.32M Buy
45,026
+6,982
+18% +$387K 0.06% 267
2018
Q3 		$2.27M Buy
38,044
+7,734
+26% +$454K 0.06% 245
2018
Q2 		$1.71M Buy
30,310
+14,304
+89% +$805K 0.06% 229
2018
Q1 		$887K Buy
16,006
+10,110
+171% +$575K 0.04% 237
2017
Q4 		$327K Buy
5,896
+5,788
+5,359% +$314K 0.01% 301
2017
Q3 		$6K Buy
+108
New +$5.59K ﹤0.01% 1039

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 15% in Q1 2026, selling an estimated $365K and leaving 14,686 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1209.

Carson Wealth (CWM LLC) first reported a position in SUSA in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.71M in Q3 2024. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,686 shares of iShares ESG Optimized MSCI USA ETF worth $1.94M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,636 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $365K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1209 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Optimized MSCI USA ETF position peaked at $2.71M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

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