Envestnet Asset Management
GRW

Envestnet Asset Management’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Envestnet Asset Management’s Portfolio GRW Stock Details GRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,603
Closed -$548K – 4835
2025
Q4 		$548K Sell
17,603
-12,782
-42% -$402K ﹤0.01% 3646
2025
Q3 		$970K Buy
30,385
+6,790
+29% +$226K ﹤0.01% 3334
2025
Q2 		$827K Buy
+23,595
New +$792K ﹤0.01% 3379

Other funds holding GRW

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Envestnet Asset Management's GRW Position: Q1 2026 in Review

Envestnet Asset Management sold out of TCW ETF Trust TCW Durable Growth ETF (GRW) in Q1 2026, closing a stake of 17,603 shares — an estimated $548K sold.

Envestnet Asset Management first reported a position in GRW in Q2 2025 and held it in 3 quarters. The position peaked at $970K in Q3 2025. 31 funds tracked by Wall St. Rank hold GRW as of Q1 2026.

  • Envestnet Asset Management reported no remaining TCW ETF Trust TCW Durable Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 17,603 TCW ETF Trust TCW Durable Growth ETF shares in Q1 2026, an estimated $548K.
  • Envestnet Asset Management first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2025 and held it in 3 quarters.
  • Envestnet Asset Management's TCW ETF Trust TCW Durable Growth ETF position peaked at $970K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.