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EnRich Financial Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

EnRich Financial Partners’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 		$1.14M Sell
15,529
-103
-0.7% -$7.03K 0.27% 29
2026
Q1 		$974K Buy
15,632
+1,395
+10% +$87.7K 0.26% 29
2025
Q4 		$836K Buy
14,237
+770
+6% +$44.6K 0.23% 29
2025
Q3 		$771K Sell
13,467
-405
-3% -$22.3K 0.22% 28
2025
Q2 		$715K Buy
+13,872
New +$670K 0.22% 30
2025
Q1 		– Sell
-4,278
Closed -$233K – 69
2024
Q4 		$233K Sell
4,278
-50
-1% -$2.79K 0.08% 53
2024
Q3 		$234K Hold
4,328
– – 0.08% 51
2024
Q2 		$216K Buy
4,328
+216
+5% +$10.9K 0.08% 53
2024
Q1 		$215K Sell
4,112
-193
-4% -$9.65K 0.08% 50
2023
Q4 		$220K Buy
+4,305
New +$195K 0.09% 49

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 22.9% 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

EnRich Financial Partners's AVSC Position: Q2 2026 in Review

EnRich Financial Partners reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.66% in Q2 2026, selling an estimated $7.03K and leaving 15,529 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #29.

EnRich Financial Partners first reported a position in AVSC in Q4 2023 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • EnRich Financial Partners held 15,529 shares of Avantis US Small Cap Equity ETF worth $1.14M as of Q2 2026.
  • EnRich Financial Partners sold 103 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $7.03K.
  • Avantis US Small Cap Equity ETF made up 0.27% of EnRich Financial Partners's portfolio in Q2 2026, its #29 holding.
  • EnRich Financial Partners first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.