HB Wealth Management’s Brown Advisory Sustainable Value ETF BASV Stock Holding History

HB Wealth Management’s Portfolio BASV Stock Details BASV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+6,980	New	+$203K	﹤0.01%	1566

Other funds holding BASV

TAFW

Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's BASV Position: Q2 2026 in Review

HB Wealth Management opened a new position in Brown Advisory Sustainable Value ETF (BASV) in Q2 2026: 6,980 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings.

3 funds tracked by Wall St. Rank hold BASV as of Q2 2026.

HB Wealth Management held 6,980 shares of Brown Advisory Sustainable Value ETF worth $215K as of Q2 2026.
Brown Advisory Sustainable Value ETF was a new HB Wealth Management position in Q2 2026.
Brown Advisory Sustainable Value ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1566 holding.
3 funds tracked by Wall St. Rank held Brown Advisory Sustainable Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.