BWP
BASG

Baldwin Wealth Partners’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Baldwin Wealth Partners’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48M Buy
205,799
+6,841
+3% +$174K 0.36% 58
2026
Q1 		$4.52M Buy
+198,958
New +$4.81M 0.33% 59

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baldwin Wealth Partners's BASG Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 3.4% in Q2 2026, buying an estimated $174K and bringing the position to 205,799 shares worth $5.48M. The position accounts for 0.36% of the portfolio, ranked #58.

Baldwin Wealth Partners first reported a position in BASG in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • Baldwin Wealth Partners held 205,799 shares of Brown Advisory Sustainable Growth ETF worth $5.48M as of Q2 2026.
  • Baldwin Wealth Partners bought 6,841 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $174K.
  • Brown Advisory Sustainable Growth ETF made up 0.36% of Baldwin Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Baldwin Wealth Partners first reported a position in Brown Advisory Sustainable Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.