Milestone Investment Advisors’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Milestone Investment 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 Q1	$194K	Hold	7,051	–	–	0.05%	87
2025 Q4	$219K	Hold	7,051	–	–	0.05%	83
2025 Q3	$225K	Buy	7,051 +18	+0.3%	+$599	0.06%	79
2025 Q2	$246K	Hold	7,033	–	–	0.06%	76
2025 Q1	$233K	Sell	7,033 -1,450	-17%	-$48.8K	0.06%	75
2024 Q4	$279K	Buy	8,483 +848	+11%	+$31.7K	0.08%	73
2024 Q3	$283K	Hold	7,635	–	–	0.08%	74
2024 Q2	$260K	Buy	+7,635	New	+$254K	0.07%	71

Other funds holding GRW

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Milestone Investment Advisors's GRW Position: Q1 2026 in Review

Milestone Investment Advisors held its TCW ETF Trust TCW Durable Growth ETF (GRW) position steady in Q1 2026 at 7,051 shares worth $194K. The position accounts for 0.05% of the portfolio, ranked #87.

Milestone Investment Advisors first reported a position in GRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $283K in Q3 2024. 31 funds tracked by Wall St. Rank hold GRW as of Q1 2026.

Milestone Investment Advisors held 7,051 shares of TCW ETF Trust TCW Durable Growth ETF worth $194K as of Q1 2026.
Milestone Investment Advisors left its TCW ETF Trust TCW Durable Growth ETF share count unchanged in Q1 2026.
TCW ETF Trust TCW Durable Growth ETF made up 0.05% of Milestone Investment Advisors's portfolio in Q1 2026, its #87 holding.
Milestone Investment Advisors first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2024 and has held it in 8 quarters since.
Milestone Investment Advisors's TCW ETF Trust TCW Durable Growth ETF position peaked at $283K in Q3 2024.
31 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.