DWM
BGCG

Diversify Wealth Management’s Baillie Gifford International Concentrated Growth ETF BGCG Stock Holding History

Diversify Wealth Management’s Portfolio BGCG Stock Details BGCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
+44,618
New +$1.15M 0.02% 578

Other funds holding BGCG

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $588M AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Diversify Wealth Management's BGCG Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Baillie Gifford International Concentrated Growth ETF (BGCG) in Q2 2026: 44,618 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #578 among its holdings.

14 funds tracked by Wall St. Rank hold BGCG as of Q2 2026.

  • Diversify Wealth Management held 44,618 shares of Baillie Gifford International Concentrated Growth ETF worth $1.17M as of Q2 2026.
  • Baillie Gifford International Concentrated Growth ETF was a new Diversify Wealth Management position in Q2 2026.
  • Baillie Gifford International Concentrated Growth ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #578 holding.
  • 14 funds tracked by Wall St. Rank held Baillie Gifford International Concentrated Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.