Halbert Hargrove Global Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8K	Hold	127	–	–	﹤0.01%	280
2026 Q1	$14K	Hold	127	–	–	﹤0.01%	269
2025 Q4	$13K	Hold	127	–	–	﹤0.01%	278
2025 Q3	$12.6K	Hold	127	–	–	﹤0.01%	302
2025 Q2	$11.6K	Hold	127	–	–	﹤0.01%	220
2025 Q1	$11.1K	Hold	127	–	–	﹤0.01%	236
2024 Q4	$12.3K	Buy	+127	New	+$12.6K	﹤0.01%	212

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Halbert Hargrove Global Advisors's AVUV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 127 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Halbert Hargrove Global Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Halbert Hargrove Global Advisors held 127 shares of Avantis US Small Cap Value ETF worth $15.8K as of Q2 2026.
Halbert Hargrove Global Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #280 holding.
Halbert Hargrove Global Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.