Envestnet Asset Management
BCSM

Envestnet Asset Management’s Baron SMID Cap ETF BCSM Stock Holding History

Envestnet Asset Management’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Sell
23,754
-933
-4% -$21.7K ﹤0.01% 3958
2026
Q1 		$533K Buy
+24,687
New +$579K ﹤0.01% 3893

Other funds holding BCSM

P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Envestnet Asset Management's BCSM Position: Q2 2026 in Review

Envestnet Asset Management reduced its Baron SMID Cap ETF (BCSM) stake by 3.8% in Q2 2026, selling an estimated $21.7K and leaving 23,754 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

Envestnet Asset Management first reported a position in BCSM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • Envestnet Asset Management held 23,754 shares of Baron SMID Cap ETF worth $592K as of Q2 2026.
  • Envestnet Asset Management sold 933 Baron SMID Cap ETF shares in Q2 2026, an estimated $21.7K.
  • Baron SMID Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3958 holding.
  • Envestnet Asset Management first reported a position in Baron SMID Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.