EWG Elevate’s TCW Transform 500 ETF VOTE Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-5	Closed	-$226	–	767
2022 Q4	$226	Buy	+5	New	+$223	﹤0.01%	819

Other funds holding VOTE

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

EWG Elevate's VOTE Position: Q1 2023 in Review

EWG Elevate sold out of TCW Transform 500 ETF (VOTE) in Q1 2023, closing a stake of 5 shares — an estimated $226 sold.

EWG Elevate first reported a position in VOTE in Q4 2022 and held it in 1 quarter. The position peaked at $226 in Q4 2022. 47 funds tracked by Wall St. Rank hold VOTE as of Q1 2023.

EWG Elevate reported no remaining TCW Transform 500 ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 5 TCW Transform 500 ETF shares in Q1 2023, an estimated $226.
EWG Elevate first reported a position in TCW Transform 500 ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's TCW Transform 500 ETF position peaked at $226 in Q4 2022.
47 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.