CFS
AVSC icon

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
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 $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