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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Buy	2,617 +440	+20%	+$52.9K	﹤0.01%	2388
2025 Q4	$264K	Buy	2,177 +141	+7%	+$16.9K	﹤0.01%	2338
2025 Q3	$238K	Buy	2,036 +1,186	+140%	+$133K	﹤0.01%	2313
2025 Q2	$92K	Buy	850 +156	+22%	+$15.6K	﹤0.01%	2802
2025 Q1	$66K	Buy	694 +409	+144%	+$41.7K	﹤0.01%	2747
2024 Q4	$29K	Buy	285 +14	+5%	+$1.46K	﹤0.01%	3207
2024 Q3	$28K	Sell	271 -2	-0.7%	-$196	﹤0.01%	3157
2024 Q2	$27K	Buy	+273	New	+$25.5K	﹤0.01%	2927

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 20% in Q1 2026, buying an estimated $52.9K and bringing the position to 2,617 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Carson Wealth (CWM LLC) first reported a position in SUSL in Q2 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Carson Wealth (CWM LLC) held 2,617 shares of iShares ESG MSCI USA Leaders ETF worth $297K as of Q1 2026.
Carson Wealth (CWM LLC) bought 440 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $52.9K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2388 holding.
Carson Wealth (CWM LLC) first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

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