Mercer Global Advisors

Mercer Global Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Mercer Global Advisors’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 Q1	$925M	Buy	14,853,773 +394,499	+3%	+$24.8M	1.37%	18
2025 Q4	$849M	Buy	14,459,274 +378,725	+3%	+$21.9M	1.29%	20
2025 Q3	$807M	Buy	14,080,549 +341,562	+2%	+$18.8M	1.35%	20
2025 Q2	$709M	Buy	13,738,987 +1,111,778	+9%	+$53.7M	1.59%	18
2025 Q1	$611M	Buy	12,627,209 +1,142,959	+10%	+$60.4M	1.4%	17
2024 Q4	$624M	Buy	+11,484,250	New	+$641M	1.52%	17
2024 Q1	–	Sell	-6,713,733	Closed	-$343M	–	1995
2023 Q4	$343M	Buy	6,713,733 +457,910	+7%	+$20.7M	1.03%	22
2023 Q3	$277M	Buy	6,255,823 +2,559,207	+69%	+$119M	1.05%	22
2023 Q2	$169M	Buy	+3,696,616	New	+$161M	0.67%	36

Other funds holding AVSC

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM