Mercer Global Advisors
AVUS icon

Mercer Global Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Mercer Global Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111M Sell
994,329
-21,348
-2% -$2.44M 0.16% 80
2025
Q4 		$114M Sell
1,015,677
-118,578
-10% -$13.1M 0.17% 82
2025
Q3 		$123M Buy
1,134,255
+730,960
+181% +$76.7M 0.21% 68
2025
Q2 		$40.7M Sell
403,295
-254,629
-39% -$23.8M 0.08% 131
2025
Q1 		$60.8M Buy
657,924
+217,151
+49% +$21.2M 0.14% 89
2024
Q4 		$42.7M Buy
+440,773
New +$43.3M 0.1% 115
2024
Q1 		– Sell
-201,341
Closed -$16.4M – 1997
2023
Q4 		$16.4M Buy
201,341
+5,428
+3% +$411K 0.05% 215
2023
Q3 		$14.4M Sell
195,913
-158,966
-45% -$12.1M 0.05% 210
2023
Q2 		$26.7M Buy
354,879
+325,730
+1,117% +$23.3M 0.11% 137
2023
Q1 		$2.07M Sell
29,149
-292,393
-91% -$20.7M 0.01% 668
2022
Q4 		$21.9M Buy
321,542
+59,716
+23% +$4.08M 0.11% 152
2022
Q3 		$16.3M Buy
261,826
+230,299
+730% +$15.8M 0.1% 163
2022
Q2 		$2.05M Sell
31,527
-2,351
-7% -$167K 0.01% 605
2022
Q1 		$2.61M Sell
33,878
-68
-0.2% -$5.18K 0.02% 568
2021
Q4 		$2.72M Sell
33,946
-212
-0.6% -$16.6K 0.02% 533
2021
Q3 		$2.52M Sell
34,158
-6,926
-17% -$521K 0.02% 533
2021
Q2 		$3.05M Buy
41,084
+3,332
+9% +$242K 0.02% 444
2021
Q1 		$2.62M Buy
+37,752
New +$2.53M 0.02% 450

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Mercer Global Advisors's AVUS Position: Q1 2026 in Review

Mercer Global Advisors reduced its Avantis US Equity ETF (AVUS) stake by 2.1% in Q1 2026, selling an estimated $2.44M and leaving 994,329 shares worth $111M. The position accounts for 0.16% of the portfolio, ranked #80.

Mercer Global Advisors first reported a position in AVUS in Q1 2021 and has held it in 18 quarters since. The position peaked at $123M in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Mercer Global Advisors held 994,329 shares of Avantis US Equity ETF worth $111M as of Q1 2026.
  • Mercer Global Advisors sold 21,348 Avantis US Equity ETF shares in Q1 2026, an estimated $2.44M.
  • Avantis US Equity ETF made up 0.16% of Mercer Global Advisors's portfolio in Q1 2026, its #80 holding.
  • Mercer Global Advisors first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Avantis US Equity ETF position peaked at $123M in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.