Morgan Stanley
AVGE icon

Morgan Stanley’s Avantis All Equity Markets ETF AVGE Stock Holding History

Morgan Stanley’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527 Buy
5
+1
+25% +$96 ﹤0.01% 7644
2026
Q1 		$352 Hold
4
– – ﹤0.01% 7654
2025
Q4 		$344 Hold
4
– – ﹤0.01% 7570
2025
Q3 		$334 Buy
4
+2
+100% +$161 ﹤0.01% 7540
2025
Q2 		$181 Buy
2
+1
+100% +$73 ﹤0.01% 7586
2025
Q1 		$86 Hold
1
– – ﹤0.01% 7598
2024
Q4 		$102 Sell
1
-1
-50% -$74 ﹤0.01% 7464
2024
Q3 		$152 Buy
2
+1
+100% +$71 ﹤0.01% 7399
2024
Q2 		$90 Buy
+1
New +$69 ﹤0.01% 7373

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's AVGE Position: Q2 2026 in Review

Morgan Stanley increased its Avantis All Equity Markets ETF (AVGE) stake by 25% in Q2 2026, buying an estimated $96 and bringing the position to 5 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #7644.

Morgan Stanley first reported a position in AVGE in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Morgan Stanley held 5 shares of Avantis All Equity Markets ETF worth $527 as of Q2 2026.
  • Morgan Stanley bought 1 Avantis All Equity Markets ETF share in Q2 2026, an estimated $96.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7644 holding.
  • Morgan Stanley first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.