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IEQ Capital’s Avantis US Equity ETF AVUS Stock Holding History

IEQ Capital’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$717K Buy
6,447
+13
+0.2% +$1.49K ﹤0.01% 1151
2025
Q4 		$719K Buy
6,434
+19
+0.3% +$2.09K ﹤0.01% 1167
2025
Q3 		$697K Buy
6,415
+17
+0.3% +$1.78K ﹤0.01% 1157
2025
Q2 		$645K Buy
6,398
+10
+0.2% +$936 ﹤0.01% 1041
2025
Q1 		$590K Buy
6,388
+1,657
+35% +$161K ﹤0.01% 910
2024
Q4 		$459K Buy
4,731
+16
+0.3% +$1.57K ﹤0.01% 878
2024
Q3 		$449K Buy
+4,715
New +$433K 0.01% 793

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

IEQ Capital's AVUS Position: Q1 2026 in Review

IEQ Capital increased its Avantis US Equity ETF (AVUS) stake by 0.2% in Q1 2026, buying an estimated $1.49K and bringing the position to 6,447 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

IEQ Capital first reported a position in AVUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $719K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • IEQ Capital held 6,447 shares of Avantis US Equity ETF worth $717K as of Q1 2026.
  • IEQ Capital bought 13 Avantis US Equity ETF shares in Q1 2026, an estimated $1.49K.
  • Avantis US Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1151 holding.
  • IEQ Capital first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • IEQ Capital's Avantis US Equity ETF position peaked at $719K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.