Moneta Group Investment Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Moneta Group Investment Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Hold	2,784	–	–	﹤0.01%	764
2025 Q4	$212K	Sell	2,784 -544	-16%	-$40.7K	﹤0.01%	762
2025 Q3	$245K	Hold	3,328	–	–	﹤0.01%	687
2025 Q2	$228K	Hold	3,328	–	–	﹤0.01%	631
2025 Q1	$208K	Hold	3,328	–	–	﹤0.01%	627
2024 Q4	$220K	Sell	3,328 -611	-16%	-$40.9K	﹤0.01%	608
2024 Q3	$257K	Sell	3,939 -46	-1%	-$2.9K	﹤0.01%	557
2024 Q2	$246K	Buy	+3,985	New	+$240K	﹤0.01%	531

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Moneta Group Investment Advisors's AVSU Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 2,784 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Moneta Group Investment Advisors first reported a position in AVSU in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q3 2024. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Moneta Group Investment Advisors held 2,784 shares of Avantis Responsible US Equity ETF worth $206K as of Q1 2026.
Moneta Group Investment Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
Avantis Responsible US Equity ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #764 holding.
Moneta Group Investment Advisors first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Moneta Group Investment Advisors's Avantis Responsible US Equity ETF position peaked at $257K in Q3 2024.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.