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AVSC icon

Aire Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Aire Advisors’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15M Sell
50,641
-804
-2% -$50.6K 0.58% 43
2025
Q4 		$3.02M Sell
51,445
-1,176
-2% -$68.1K 0.55% 45
2025
Q3 		$3.01M Buy
52,621
+9
+0% +$496 0.55% 43
2025
Q2 		$2.71M Buy
52,612
+24,228
+85% +$1.17M 0.53% 45
2025
Q1 		$1.37M Sell
28,384
-1,284
-4% -$67.8K 0.29% 62
2024
Q4 		$1.61M Sell
29,668
-731
-2% -$40.8K 0.33% 61
2024
Q3 		$1.64M Buy
30,399
+762
+3% +$40.2K 0.36% 54
2024
Q2 		$1.48M Sell
29,637
-1,592
-5% -$80.1K 0.34% 59
2024
Q1 		$1.64M Buy
31,229
+41
+0.1% +$2.05K 0.37% 58
2023
Q4 		$1.59M Buy
31,188
+21,377
+218% +$968K 0.39% 55
2023
Q3 		$434K Buy
9,811
+14
+0.1% +$652 0.12% 91
2023
Q2 		$447K Buy
+9,797
New +$426K 0.12% 90

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return