MIM
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Marshall Investment Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Marshall Investment Management’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
-140
Closed -$8.72K – 500
2026
Q1 		$8.72K Buy
+140
New +$8.8K ﹤0.01% 199

Other funds holding AVSC

Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Investment Management's AVSC Position: Q2 2026 in Review

Marshall Investment Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 140 shares — an estimated $8.72K sold.

Marshall Investment Management first reported a position in AVSC in Q1 2026 and held it in 1 quarter. The position peaked at $8.72K in Q1 2026. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Marshall Investment Management reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 140 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $8.72K.
  • Marshall Investment Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's Avantis US Small Cap Equity ETF position peaked at $8.72K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.