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CRA Financial Services’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

CRA Financial Services’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
Q2 		$1.27M Buy
17,251
+389
+2% +$26.5K 0.15% 114
2026
Q1 		$1.05M Buy
16,862
+620
+4% +$39K 0.14% 118
2025
Q4 		$954K Buy
16,242
+695
+4% +$40.3K 0.12% 122
2025
Q3 		$890K Buy
15,547
+1,405
+10% +$77.5K 0.12% 122
2025
Q2 		$729K Sell
14,142
-2,680
-16% -$129K 0.11% 133
2025
Q1 		$814K Sell
16,822
-1,629
-9% -$86K 0.14% 120
2024
Q4 		$1M Buy
18,451
+3,118
+20% +$174K 0.17% 105
2024
Q3 		$828K Buy
15,333
+1,206
+9% +$63.7K 0.15% 108
2024
Q2 		$705K Buy
14,127
+1,795
+15% +$90.3K 0.14% 110
2024
Q1 		$646K Buy
12,332
+1,206
+11% +$60.3K 0.14% 108
2023
Q4 		$568K Buy
11,126
+2,045
+23% +$92.6K 0.14% 105
2023
Q3 		$402K Buy
9,081
+1,216
+15% +$56.6K 0.11% 124
2023
Q2 		$359K Buy
+7,865
New +$342K 0.1% 133

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CRA Financial Services's AVSC Position: Q2 2026 in Review

CRA Financial Services increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.3% in Q2 2026, buying an estimated $26.5K and bringing the position to 17,251 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #114.

CRA Financial Services first reported a position in AVSC in Q2 2023 and has held it in 13 quarters since. 248 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • CRA Financial Services held 17,251 shares of Avantis US Small Cap Equity ETF worth $1.27M as of Q2 2026.
  • CRA Financial Services bought 389 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $26.5K.
  • Avantis US Small Cap Equity ETF made up 0.15% of CRA Financial Services's portfolio in Q2 2026, its #114 holding.
  • CRA Financial Services first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 248 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.