CWA
AVUV icon

Clearview Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clearview Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14
Closed -$1K – 640
2021
Q1 		$1K Buy
+14
New +$938 ﹤0.01% 570

Other funds holding AVUV

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Clearview Wealth Advisors's AVUV Position: Q2 2021 in Review

Clearview Wealth Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2021, closing a stake of 14 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in AVUV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 112 funds tracked by Wall St. Rank hold AVUV as of Q2 2021.

  • Clearview Wealth Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 14 Avantis US Small Cap Value ETF shares in Q2 2021, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Clearview Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2021.

Based on Clearview Wealth Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.