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IEQ Capital’s Avantis All Equity Markets ETF AVGE Stock Holding History

IEQ Capital’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.92M Hold
100,131
– – 0.05% 346
2026
Q1 		$8.81M Buy
+100,131
New +$9.01M 0.04% 381

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

IEQ Capital's AVGE Position: Q2 2026 in Review

IEQ Capital held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 100,131 shares worth $9.92M. The position accounts for 0.05% of the portfolio, ranked #346.

IEQ Capital first reported a position in AVGE in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • IEQ Capital held 100,131 shares of Avantis All Equity Markets ETF worth $9.92M as of Q2 2026.
  • IEQ Capital left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #346 holding.
  • IEQ Capital first reported a position in Avantis All Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.