Envestnet Asset Management
BASG

Envestnet Asset Management’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Envestnet Asset Management’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 		$423K Hold
15,895
– – ﹤0.01% 4203
2026
Q1 		$361K Buy
+15,895
New +$384K ﹤0.01% 4163

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
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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's BASG Position: Q2 2026 in Review

Envestnet Asset Management held its Brown Advisory Sustainable Growth ETF (BASG) position steady in Q2 2026 at 15,895 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 15,895 shares of Brown Advisory Sustainable Growth ETF worth $423K as of Q2 2026.
  • Envestnet Asset Management left its Brown Advisory Sustainable Growth ETF share count unchanged in Q2 2026.
  • Brown Advisory Sustainable Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4203 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.