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
Q2 		$2.02M Buy
75,903
+29,219
+63% +$744K 0.02% 393
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 $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modern Wealth Management's BASG Position: Q2 2026 in Review

Modern Wealth Management increased its Brown Advisory Sustainable Growth ETF (BASG) stake by 63% in Q2 2026, buying an estimated $744K and bringing the position to 75,903 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #393.

Modern Wealth Management first reported a position in BASG in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • Modern Wealth Management held 75,903 shares of Brown Advisory Sustainable Growth ETF worth $2.02M as of Q2 2026.
  • Modern Wealth Management bought 29,219 Brown Advisory Sustainable Growth ETF shares in Q2 2026, an estimated $744K.
  • Brown Advisory Sustainable Growth ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Modern Wealth Management first reported a position in Brown Advisory Sustainable Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.