MWM
AVSC icon

Merriman Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Merriman Wealth Management’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
2023
Q1 		– Sell
-133,357
Closed -$5.78M – 197
2022
Q4 		$5.78M Buy
+133,357
New +$5.83M 0.3% 45

Other funds holding AVSC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Merriman Wealth Management's AVSC Position: Q1 2023 in Review

Merriman Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2023, closing a stake of 133,357 shares — an estimated $5.78M sold.

Merriman Wealth Management first reported a position in AVSC in Q4 2022 and held it in 1 quarter. The position peaked at $5.78M in Q4 2022. 40 funds tracked by Wall St. Rank hold AVSC as of Q1 2023.

  • Merriman Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 133,357 Avantis US Small Cap Equity ETF shares in Q1 2023, an estimated $5.78M.
  • Merriman Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Avantis US Small Cap Equity ETF position peaked at $5.78M in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.