MPWT
AVUV icon

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 – 1915
2023
Q1 		$21.5K Buy
+290
New +$22.7K ﹤0.01% 713

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return