Carson Wealth (CWM LLC)’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Hold	2,218	–	–	﹤0.01%	3187
2025 Q4	$117K	Hold	2,218	–	–	﹤0.01%	2953
2025 Q3	$114K	Hold	2,218	–	–	﹤0.01%	2881
2025 Q2	$106K	Hold	2,218	–	–	﹤0.01%	2666
2025 Q1	$95K	Sell	2,218 -1,108	-33%	-$50.2K	﹤0.01%	2471
2024 Q4	$151K	Hold	3,326	–	–	﹤0.01%	2017
2024 Q3	$147K	Hold	3,326	–	–	﹤0.01%	1943
2024 Q2	$140K	Hold	3,326	–	–	﹤0.01%	1776
2024 Q1	$134K	Sell	3,326 -1,014	-23%	-$38.8K	﹤0.01%	1713
2023 Q4	$158K	Buy	+4,340	New	+$148K	﹤0.01%	1525

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 2,218 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

Carson Wealth (CWM LLC) first reported a position in XVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $158K in Q4 2023. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Carson Wealth (CWM LLC) held 2,218 shares of iShares ESG Screened S&P 500 ETF worth $109K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3187 holding.
Carson Wealth (CWM LLC) first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s iShares ESG Screened S&P 500 ETF position peaked at $158K in Q4 2023.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

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