EP Wealth Advisors’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

EP Wealth Advisors’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 Q2	$204K	Buy	+6,324	New	+$193K	﹤0.01%	1500

Other funds holding GRW

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EP Wealth Advisors's GRW Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in TCW ETF Trust TCW Durable Growth ETF (GRW) in Q2 2026: 6,324 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

27 funds tracked by Wall St. Rank hold GRW as of Q2 2026.

EP Wealth Advisors held 6,324 shares of TCW ETF Trust TCW Durable Growth ETF worth $204K as of Q2 2026.
TCW ETF Trust TCW Durable Growth ETF was a new EP Wealth Advisors position in Q2 2026.
TCW ETF Trust TCW Durable Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1500 holding.
27 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.