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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-357
Closed -$25K – 5210
2024
Q4 		$25K Buy
+357
New +$25K ﹤0.01% 3300