Bank of America
AVSC icon

Bank of America’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bank of America’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 		– Sell
-1,726
Closed -$101K – 5790
2025
Q4 		$101K Buy
+1,726
New +$100K ﹤0.01% 5619
2025
Q1 		– Sell
-450
Closed -$24.5K – 8310
2024
Q4 		$24.5K Hold
450
– – ﹤0.01% 6806
2024
Q3 		$24.3K Hold
450
– – ﹤0.01% 6705
2024
Q2 		$22.5K Sell
450
-2,361
-84% -$119K ﹤0.01% 6714
2024
Q1 		$147K Buy
2,811
+2,361
+525% +$118K ﹤0.01% 6044
2023
Q4 		$23K Hold
450
– – ﹤0.01% 6763
2023
Q3 		$19.9K Sell
450
-1,300
-74% -$60.5K ﹤0.01% 6710
2023
Q2 		$79.9K Buy
+1,750
New +$76.1K ﹤0.01% 6289

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MIAS
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WMN
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Northwestern Mutual Wealth Management
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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