EnRich Financial Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

EnRich Financial Partners’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$757K	Sell	8,551 -514	-6%	-$43K	0.18%	32
2026 Q1	$670K	Sell	9,065 -147	-2%	-$11.4K	0.18%	34
2025 Q4	$703K	Sell	9,212 -150	-2%	-$11.2K	0.19%	32
2025 Q3	$689K	Sell	9,362 -86	-0.9%	-$6.12K	0.2%	33
2025 Q2	$648K	Sell	9,448 -1,344	-12%	-$85.4K	0.2%	33
2025 Q1	$673K	Buy	+10,792	New	+$715K	0.23%	30

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

EnRich Financial Partners reduced its Avantis Responsible US Equity ETF (AVSU) stake by 5.7% in Q2 2026, selling an estimated $43K and leaving 8,551 shares worth $757K. The position accounts for 0.18% of the portfolio, ranked #32.

EnRich Financial Partners first reported a position in AVSU in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

EnRich Financial Partners held 8,551 shares of Avantis Responsible US Equity ETF worth $757K as of Q2 2026.
EnRich Financial Partners sold 514 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $43K.
Avantis Responsible US Equity ETF made up 0.18% of EnRich Financial Partners's portfolio in Q2 2026, its #32 holding.
EnRich Financial Partners first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

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