MASECO Private Wealth’s TCW Transform 500 ETF VOTE Stock Holding History

MASECO Private Wealth’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 Q2	$15.9K	Hold	181	–	–	﹤0.01%	227
2026 Q1	$13.8K	Hold	181	–	–	﹤0.01%	224
2025 Q4	$14.5K	Hold	181	–	–	﹤0.01%	292
2025 Q3	$14.2K	Buy	+181	New	+$13.7K	﹤0.01%	156

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

MASECO Private Wealth's VOTE Position: Q2 2026 in Review

MASECO Private Wealth held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 181 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

MASECO Private Wealth first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

MASECO Private Wealth held 181 shares of TCW Transform 500 ETF worth $15.9K as of Q2 2026.
MASECO Private Wealth left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #227 holding.
MASECO Private Wealth first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.