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EverSource Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

EverSource Wealth Advisors’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 		$24.6K Sell
336
-336
-50% -$22.9K ﹤0.01% 2276
2026
Q1 		$41.9K Buy
672
+336
+100% +$21.1K ﹤0.01% 2030
2025
Q4 		$19.7K Hold
336
– – ﹤0.01% 2390
2025
Q3 		$19.2K Hold
336
– – ﹤0.01% 2389
2025
Q2 		$17.3K Hold
336
– – ﹤0.01% 2410
2025
Q1 		$16.3K Sell
336
-329
-49% -$17.4K ﹤0.01% 1812
2024
Q4 		$36.1K Hold
665
– – ﹤0.01% 1336
2024
Q3 		$35.9K Hold
665
– – ﹤0.01% 1207
2024
Q2 		$37.3K Buy
665
+7
+1% +$352 ﹤0.01% 1235
2024
Q1 		$32.1K Sell
658
-11,608
-95% -$580K ﹤0.01% 1163
2023
Q4 		$626K Buy
12,266
+399
+3% +$18.1K 0.06% 221
2023
Q3 		$525K Buy
11,867
+593
+5% +$27.6K 0.06% 225
2023
Q2 		$514K Sell
11,274
-330
-3% -$14.4K 0.06% 225
2023
Q1 		$512K Buy
+11,604
New +$532K 0.06% 215

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

EverSource Wealth Advisors's AVSC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 50% in Q2 2026, selling an estimated $22.9K and leaving 336 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

EverSource Wealth Advisors first reported a position in AVSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $626K in Q4 2023. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • EverSource Wealth Advisors held 336 shares of Avantis US Small Cap Equity ETF worth $24.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 336 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $22.9K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2276 holding.
  • EverSource Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Avantis US Small Cap Equity ETF position peaked at $626K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.