EWA
AVSC icon

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
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 $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