FMB Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

FMB Wealth Management’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 Q1	$856K	Buy	11,581 +318	+3%	+$24.6K	0.35%	39
2025 Q4	$859K	Hold	11,263	–	–	0.34%	44
2025 Q3	$829K	Buy	11,263 +145	+1%	+$10.3K	0.35%	43
2025 Q2	$763K	Buy	11,118 +4,955	+80%	+$315K	0.36%	42
2025 Q1	$384K	Buy	6,163 +156	+3%	+$10.3K	0.21%	49
2024 Q4	$397K	Hold	6,007	–	–	0.22%	50
2024 Q3	$392K	Hold	6,007	–	–	0.22%	49
2024 Q2	$371K	Hold	6,007	–	–	0.28%	48
2024 Q1	$369K	Hold	6,007	–	–	0.29%	46
2023 Q4	$338K	Hold	6,007	–	–	0.31%	44
2023 Q3	$298K	Sell	6,007 -577	-9%	-$29.8K	0.32%	41
2023 Q2	$340K	Hold	6,584	–	–	0.36%	40
2023 Q1	$318K	Buy	6,584 +81	+1%	+$3.89K	0.38%	36
2022 Q4	$297K	Buy	+6,503	New	+$299K	0.38%	35

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

FMB Wealth Management's AVSU Position: Q1 2026 in Review

FMB Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 2.8% in Q1 2026, buying an estimated $24.6K and bringing the position to 11,581 shares worth $856K. The position accounts for 0.35% of the portfolio, ranked #39.

FMB Wealth Management first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

FMB Wealth Management held 11,581 shares of Avantis Responsible US Equity ETF worth $856K as of Q1 2026.
FMB Wealth Management bought 318 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $24.6K.
Avantis Responsible US Equity ETF made up 0.35% of FMB Wealth Management's portfolio in Q1 2026, its #39 holding.
FMB Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
FMB Wealth Management's Avantis Responsible US Equity ETF position peaked at $859K in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.