MFT
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Moisand Fitzgerald Tamayo’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Moisand Fitzgerald Tamayo’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 		$1.97M Sell
26,911
-130
-0.5% -$8.87K 0.19% 42
2026
Q1 		$1.68M Sell
27,041
-177
-0.7% -$11.1K 0.18% 45
2025
Q4 		$1.6M Sell
27,218
-345
-1% -$20K 0.18% 43
2025
Q3 		$1.58M Sell
27,563
-219
-0.8% -$12.1K 0.19% 42
2025
Q2 		$1.43M Buy
27,782
+1,889
+7% +$91.2K 0.18% 43
2025
Q1 		$1.25M Sell
25,893
-554
-2% -$29.3K 0.17% 43
2024
Q4 		$1.44M Sell
26,447
-1,270
-5% -$70.9K 0.2% 42
2024
Q3 		$1.5M Sell
27,717
-192
-0.7% -$10.1K 0.21% 42
2024
Q2 		$1.39M Sell
27,909
-74
-0.3% -$3.72K 0.21% 42
2024
Q1 		$1.47M Sell
27,983
-843
-3% -$42.2K 0.22% 42
2023
Q4 		$1.47M Buy
28,826
+8,759
+44% +$397K 0.25% 42
2023
Q3 		$888K Sell
20,067
-1,838
-8% -$85.6K 0.19% 48
2023
Q2 		$1,000K Sell
21,905
-4,619
-17% -$201K 0.2% 44
2023
Q1 		$1.17M Sell
26,524
-5,382
-17% -$247K 0.25% 40
2022
Q4 		$1.38M Buy
31,906
+16,521
+107% +$722K 0.32% 39
2022
Q3 		$608K Buy
15,385
+4,331
+39% +$189K 0.17% 60
2022
Q2 		$453K Buy
+11,054
New +$490K 0.12% 69

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVSC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.48% in Q2 2026, selling an estimated $8.87K and leaving 26,911 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #42.

Moisand Fitzgerald Tamayo first reported a position in AVSC in Q2 2022 and has held it in 17 quarters since. 44 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 26,911 shares of Avantis US Small Cap Equity ETF worth $1.97M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 130 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $8.87K.
  • Avantis US Small Cap Equity ETF made up 0.19% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #42 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 44 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.