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Etesian Wealth Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Etesian Wealth Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
13,733
+1,695
+14% +$135K 0.33% 68
2025
Q4 		$966K Buy
12,038
+750
+7% +$59.6K 0.3% 74
2025
Q3 		$886K Buy
11,288
+1,055
+10% +$79.6K 0.29% 75
2025
Q2 		$744K Buy
10,233
+2,034
+25% +$137K 0.28% 73
2025
Q1 		$536K Buy
8,199
+2,089
+34% +$144K 0.23% 86
2024
Q4 		$420K Hold
6,110
– – 0.19% 106
2024
Q3 		$410K Buy
+6,110
New +$395K 0.19% 108

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Etesian Wealth Advisors's VOTE Position: Q1 2026 in Review

Etesian Wealth Advisors increased its TCW Transform 500 ETF (VOTE) stake by 14% in Q1 2026, buying an estimated $135K and bringing the position to 13,733 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #68.

Etesian Wealth Advisors first reported a position in VOTE in Q3 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Etesian Wealth Advisors held 13,733 shares of TCW Transform 500 ETF worth $1.05M as of Q1 2026.
  • Etesian Wealth Advisors bought 1,695 TCW Transform 500 ETF shares in Q1 2026, an estimated $135K.
  • TCW Transform 500 ETF made up 0.33% of Etesian Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Etesian Wealth Advisors first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.