Carson Wealth (CWM LLC)
USXF icon

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

Carson Wealth (CWM LLC)’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
25,813
+4,396
+21% +$254K ﹤0.01% 1356
2025
Q4 		$1.23M Sell
21,417
-72
-0.3% -$4.14K ﹤0.01% 1376
2025
Q3 		$1.23M Buy
21,489
+238
+1% +$13.3K ﹤0.01% 1295
2025
Q2 		$1.15M Sell
21,251
-690
-3% -$33.7K ﹤0.01% 1180
2025
Q1 		$1.02M Buy
21,941
+145
+0.7% +$7.2K ﹤0.01% 1115
2024
Q4 		$1.08M Buy
21,796
+4,054
+23% +$206K ﹤0.01% 1039
2024
Q3 		$871K Sell
17,742
-64
-0.4% -$3.02K ﹤0.01% 1115
2024
Q2 		$829K Buy
17,806
+2,708
+18% +$121K ﹤0.01% 1000
2024
Q1 		$682K Buy
15,098
+3,027
+25% +$129K ﹤0.01% 1011
2023
Q4 		$481K Buy
12,071
+10,052
+498% +$368K ﹤0.01% 1077
2023
Q3 		$70K Buy
2,019
+1,609
+392% +$58.2K ﹤0.01% 1869
2023
Q2 		$15K Sell
410
-372
-48% -$12.6K ﹤0.01% 2842
2023
Q1 		$26K Buy
782
+113
+17% +$3.64K ﹤0.01% 2330
2022
Q4 		$21K Sell
669
-6,699
-91% -$203K ﹤0.01% 2344
2022
Q3 		$206K Sell
7,368
-229
-3% -$7.16K ﹤0.01% 1033
2022
Q2 		$227K Buy
7,597
+948
+14% +$30.6K ﹤0.01% 996
2022
Q1 		$237K Buy
6,649
+15
+0.2% +$535 ﹤0.01% 973
2021
Q4 		$262K Buy
+6,634
New +$255K ﹤0.01% 921
2021
Q2 		$239K Hold
6,597
– – ﹤0.01% 846
2021
Q1 		$239K Hold
6,597
– – ﹤0.01% 846
2020
Q4 		$239K Hold
6,597
– – ﹤0.01% 846
2020
Q3 		$239K Hold
6,597
– – ﹤0.01% 846
2020
Q2 		$239K Buy
+6,597
New +$167K ﹤0.01% 846

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 21% in Q1 2026, buying an estimated $254K and bringing the position to 25,813 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Carson Wealth (CWM LLC) first reported a position in USXF in Q2 2020 and has held it in 23 quarters since. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,813 shares of iShares ESG Advanced MSCI USA ETF worth $1.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,396 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $254K.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1356 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2020 and has held it in 23 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

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