MWM
BASG

Modern Wealth Management’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

Modern Wealth Management’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
46,684
+37,397
+403% +$903K 0.02% 412
2025
Q4 		$240K Buy
+9,287
New +$244K ﹤0.01% 757

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $301M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Modern Wealth Management's BASG Position: Q1 2026 in Review

Modern Wealth Management increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 403% in Q1 2026, buying an estimated $903K and bringing the position to 46,684 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #412.

Modern Wealth Management first reported a position in BASG in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q1 2026.

  • Modern Wealth Management held 46,684 shares of Brown Advisory Sustainable Growth ETF worth $1.06M as of Q1 2026.
  • Modern Wealth Management bought 37,397 Brown Advisory Sustainable Growth ETF shares in Q1 2026, an estimated $903K.
  • Brown Advisory Sustainable Growth ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Modern Wealth Management first reported a position in Brown Advisory Sustainable Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.