Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-956
Closed -$49K – 5172
2024
Q2 		$49K Hold
956
– – ﹤0.01% 2494
2024
Q1 		$47K Buy
+956
New +$44.6K ﹤0.01% 2333
2023
Q4 		– Sell
-260
Closed -$10K – 4536
2023
Q3 		$10K Buy
+260
New +$10.7K ﹤0.01% 3150

Other funds holding USSG

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USSG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2024, closing a stake of 956 shares — an estimated $49K sold.

Carson Wealth (CWM LLC) first reported a position in USSG in Q3 2023 and held it in 3 quarters. The position peaked at $49K in Q2 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 956 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2024, an estimated $49K.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $49K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.