MASECO Private Wealth’s Avantis Responsible US Equity ETF AVSU Stock Holding History

MASECO Private Wealth’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116M	Buy	1,305,465 +12,550	+1%	+$1.05M	3.25%	7
2026 Q1	$95.6M	Buy	+1,292,915	New	+$100M	3%	9
2025 Q3	–	Sell	-1,230,145	Closed	-$84.3M	–	294
2025 Q2	$84.3M	Buy	+1,230,145	New	+$78.2M	3.2%	7

Other funds holding AVSU

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

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MASECO Private Wealth's AVSU Position: Q2 2026 in Review

MASECO Private Wealth increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.97% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,305,465 shares worth $116M. The position accounts for 3.25% of the portfolio, ranked #7.

MASECO Private Wealth first reported a position in AVSU in Q2 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

MASECO Private Wealth held 1,305,465 shares of Avantis Responsible US Equity ETF worth $116M as of Q2 2026.
MASECO Private Wealth bought 12,550 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $1.05M.
Avantis Responsible US Equity ETF made up 3.25% of MASECO Private Wealth's portfolio in Q2 2026, its #7 holding.
MASECO Private Wealth first reported a position in Avantis Responsible US Equity ETF in Q2 2025 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.