MassMutual Private Wealth & Trust’s Avantis US Small Cap Value ETF AVUV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-216	Closed	-$21.5K	–	2376
2025 Q3	$21.5K	Buy	+216	New	+$20.9K	﹤0.01%	1090
2025 Q1	–	Sell	-150	Closed	-$14.5K	–	2364
2024 Q4	$14.5K	Buy	+150	New	+$14.9K	﹤0.01%	1123
2024 Q2	–	Sell	-120	Closed	-$11.2K	–	2138
2024 Q1	$11.2K	Buy	+120	New	+$10.6K	﹤0.01%	1009
2023 Q2	–	Sell	-290	Closed	-$21.5K	–	1912
2023 Q1	$21.5K	Buy	+290	New	+$22.7K	﹤0.01%	713

Other funds holding AVUV

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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MIAS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's AVUV Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 216 shares — an estimated $21.5K sold.

MassMutual Private Wealth & Trust first reported a position in AVUV in Q1 2023 and held it in 4 quarters. The position peaked at $21.5K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 216 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $21.5K.
MassMutual Private Wealth & Trust first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Avantis US Small Cap Value ETF position peaked at $21.5K in Q3 2025.
985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.