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Magnolia Private Wealth’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Magnolia Private Wealth’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
2025
Q2 		– Sell
-5,865
Closed -$284K – 105
2025
Q1 		$284K Hold
5,865
– – 0.23% 88
2024
Q4 		$319K Buy
+5,865
New +$327K 0.27% 79

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Magnolia Private Wealth's AVSC Position: Q2 2025 in Review

Magnolia Private Wealth sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2025, closing a stake of 5,865 shares — an estimated $284K sold.

Magnolia Private Wealth first reported a position in AVSC in Q4 2024 and held it in 2 quarters. The position peaked at $319K in Q4 2024. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

  • Magnolia Private Wealth reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 5,865 Avantis US Small Cap Equity ETF shares in Q2 2025, an estimated $284K.
  • Magnolia Private Wealth first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Private Wealth's Avantis US Small Cap Equity ETF position peaked at $319K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on Magnolia Private Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.