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Eaton Vance Management’s Avantis US Equity ETF AVUS Stock Holding History

Eaton Vance Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,746
Closed -$140K – 1872
2021
Q4 		$140K Buy
1,746
+673
+63% +$52.7K ﹤0.01% 1698
2021
Q3 		$0 Hold
1,073
– – ﹤0.01% 2042
2021
Q2 		$80K Buy
+1,073
New +$78.1K ﹤0.01% 1990

Other funds holding AVUS

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Eaton Vance Management's AVUS Position: Q1 2022 in Review

Eaton Vance Management sold out of Avantis US Equity ETF (AVUS) in Q1 2022, closing a stake of 1,746 shares — an estimated $140K sold.

Eaton Vance Management first reported a position in AVUS in Q2 2021 and held it in 3 quarters. The position peaked at $140K in Q4 2021. 147 funds tracked by Wall St. Rank hold AVUS as of Q1 2022.

  • Eaton Vance Management reported no remaining Avantis US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 1,746 Avantis US Equity ETF shares in Q1 2022, an estimated $140K.
  • Eaton Vance Management first reported a position in Avantis US Equity ETF in Q2 2021 and held it in 3 quarters.
  • Eaton Vance Management's Avantis US Equity ETF position peaked at $140K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.