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Carolina Wealth Advisors, LLC → EIG

Carolina Wealth Advisors, LLC EIG Position History

Employers Holdings, Inc. • Financial Services

Quarters held
4
Latest value
$319K
Q3 2026
Peak value
$5.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.6M
Q1 2026$250K
Q2 2026$313K
Q3 2026$319K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$319K6.7K——
Q2 2026$313K6.2K——
Q1 2026$250K6.1K——
Q4 2025$5.6M129.7K——

Other funds holding EIG

Other Carolina Wealth Advisors, LLC positions

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SCHW-PJ

SCHWAB US TIPS ETF

$12.4M
SCHW-PJ

SCHWAB US TIPS ETF

$12M
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BNY MELLON US LARGE CAP CORE EQUITY ETF

$10.4M