KMG Fiduciary Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

KMG Fiduciary Partners’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 Q2	–	Sell	-11,090	Closed	-$691K	–	213
2026 Q1	$691K	Sell	11,090 -40,800	-79%	-$2.57M	0.05%	183
2025 Q4	$3.05M	Buy	51,890 +66	+0.1%	+$3.82K	0.22%	101
2025 Q3	$2.97M	Buy	51,824 +216	+0.4%	+$11.9K	0.2%	109
2025 Q2	$2.66M	Buy	51,608 +3,690	+8%	+$178K	0.2%	109
2025 Q1	$2.32M	Buy	47,918 +2,873	+6%	+$152K	0.19%	118
2024 Q4	$2.45M	Buy	45,045 +2,749	+6%	+$154K	0.2%	108
2024 Q3	$2.28M	Buy	42,296 +33,102	+360%	+$1.75M	0.2%	112
2024 Q2	$459K	Buy	+9,194	New	+$463K	0.05%	189

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIAS

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KMG Fiduciary Partners's AVSC Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 11,090 shares — an estimated $691K sold.

KMG Fiduciary Partners first reported a position in AVSC in Q2 2024 and held it in 8 quarters. The position peaked at $3.05M in Q4 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

KMG Fiduciary Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 11,090 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $691K.
KMG Fiduciary Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and held it in 8 quarters.
KMG Fiduciary Partners's Avantis US Small Cap Equity ETF position peaked at $3.05M in Q4 2025.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.