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Millstone Evans Group’s TCW Transform 500 ETF VOTE Stock Holding History

Millstone Evans Group’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
Q1 		$148K Sell
1,936
-127
-6% -$10.1K 0.09% 180
2025
Q4 		$166K Hold
2,063
– – 0.1% 163
2025
Q3 		$162K Hold
2,063
– – 0.1% 149
2025
Q2 		$150K Hold
2,063
– – 0.1% 151
2025
Q1 		$135K Buy
2,063
+8
+0.4% +$552 0.09% 159
2024
Q4 		$141K Buy
+2,055
New +$142K 0.1% 149

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

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

Millstone Evans Group reduced its TCW Transform 500 ETF (VOTE) stake by 6.2% in Q1 2026, selling an estimated $10.1K and leaving 1,936 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #180.

Millstone Evans Group first reported a position in VOTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $166K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Millstone Evans Group held 1,936 shares of TCW Transform 500 ETF worth $148K as of Q1 2026.
  • Millstone Evans Group sold 127 TCW Transform 500 ETF shares in Q1 2026, an estimated $10.1K.
  • TCW Transform 500 ETF made up 0.09% of Millstone Evans Group's portfolio in Q1 2026, its #180 holding.
  • Millstone Evans Group first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's TCW Transform 500 ETF position peaked at $166K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

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