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McIlrath & Eck’s Avantis All Equity Markets ETF AVGE Stock Holding History

McIlrath & Eck’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.22K Hold
82
– – ﹤0.01% 1132
2025
Q4 		$7.04K Sell
82
-15
-15% -$1.27K ﹤0.01% 723
2025
Q3 		$8.09K Buy
97
+4
+4% +$322 ﹤0.01% 670
2025
Q2 		$7.21K Buy
93
+8
+9% +$581 ﹤0.01% 657
2025
Q1 		$6.05K Buy
+85
New +$6.25K ﹤0.01% 690

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

McIlrath & Eck's AVGE Position: Q1 2026 in Review

McIlrath & Eck held its Avantis All Equity Markets ETF (AVGE) position steady in Q1 2026 at 82 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

McIlrath & Eck first reported a position in AVGE in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.09K in Q3 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • McIlrath & Eck held 82 shares of Avantis All Equity Markets ETF worth $7.22K as of Q1 2026.
  • McIlrath & Eck left its Avantis All Equity Markets ETF share count unchanged in Q1 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1132 holding.
  • McIlrath & Eck first reported a position in Avantis All Equity Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • McIlrath & Eck's Avantis All Equity Markets ETF position peaked at $8.09K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.