Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Climate Conscious & Transition MSCI USA ETF USCL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USCL Stock Details USCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-357
Closed -$25K – 5215
2024
Q4 		$25K Buy
+357
New +$25.3K ﹤0.01% 3302

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Bank of America
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Jane Street
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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USCL Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares Climate Conscious & Transition MSCI USA ETF (USCL) in Q1 2025, closing a stake of 357 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in USCL in Q4 2024 and held it in 1 quarter. The position peaked at $25K in Q4 2024. 7 funds tracked by Wall St. Rank hold USCL as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares Climate Conscious & Transition MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 357 iShares Climate Conscious & Transition MSCI USA ETF shares in Q1 2025, an estimated $25K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Climate Conscious & Transition MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Climate Conscious & Transition MSCI USA ETF position peaked at $25K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held iShares Climate Conscious & Transition MSCI USA ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.