Mercer Global Advisors
AVSC icon

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
Q2 		$1.12B Buy
15,209,879
+356,106
+2% +$24.3M 1.38% 16
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 1.44% 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

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's AVSC Position: Q2 2026 in Review

Mercer Global Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.4% in Q2 2026, buying an estimated $24.3M and bringing the position to 15,209,879 shares worth $1.12B. The position accounts for 1.38% of the portfolio, ranked #16.

Mercer Global Advisors first reported a position in AVSC in Q2 2023 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Mercer Global Advisors held 15,209,879 shares of Avantis US Small Cap Equity ETF worth $1.12B as of Q2 2026.
  • Mercer Global Advisors bought 356,106 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $24.3M.
  • Avantis US Small Cap Equity ETF made up 1.38% of Mercer Global Advisors's portfolio in Q2 2026, its #16 holding.
  • Mercer Global Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.