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Millstone Evans Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Millstone Evans Group’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5K Hold
1,408
– – 0.01% 524
2025
Q4 		$14.6K Buy
+1,408
New +$14.8K 0.01% 504

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Millstone Evans Group's VGSR Position: Q1 2026 in Review

Millstone Evans Group held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q1 2026 at 1,408 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #524.

Millstone Evans Group first reported a position in VGSR in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.6K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Millstone Evans Group held 1,408 shares of Vert Global Sustainable Real Estate ETF worth $14.5K as of Q1 2026.
  • Millstone Evans Group left its Vert Global Sustainable Real Estate ETF share count unchanged in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up 0.01% of Millstone Evans Group's portfolio in Q1 2026, its #524 holding.
  • Millstone Evans Group first reported a position in Vert Global Sustainable Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Millstone Evans Group's Vert Global Sustainable Real Estate ETF position peaked at $14.6K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.