Morgan Stanley
AVSC icon

Morgan Stanley’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Morgan Stanley’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 		$81.4M Buy
1,109,495
+87,053
+9% +$5.94M ﹤0.01% 1753
2026
Q1 		$63.7M Buy
1,022,442
+806,813
+374% +$50.7M ﹤0.01% 1857
2025
Q4 		$12.7M Buy
215,629
+10,745
+5% +$623K ﹤0.01% 3385
2025
Q3 		$11.7M Buy
204,884
+50,070
+32% +$2.76M ﹤0.01% 3400
2025
Q2 		$7.98M Sell
154,814
-360,531
-70% -$17.4M ﹤0.01% 3653
2025
Q1 		$24.9M Buy
515,345
+118,683
+30% +$6.27M ﹤0.01% 2467
2024
Q4 		$21.6M Buy
396,662
+393,989
+14,740% +$22M ﹤0.01% 2678
2024
Q3 		$144K Buy
2,673
+549
+26% +$29K ﹤0.01% 5865
2024
Q2 		$106K Buy
2,124
+882
+71% +$44.4K ﹤0.01% 5940
2024
Q1 		$65K Sell
1,242
-267
-18% -$13.3K ﹤0.01% 6126
2023
Q4 		$77K Sell
1,509
-3,969
-72% -$180K ﹤0.01% 6039
2023
Q3 		$243K Buy
5,478
+553
+11% +$25.7K ﹤0.01% 5498
2023
Q2 		$225K Buy
+4,925
New +$214K ﹤0.01% 5603

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's AVSC Position: Q2 2026 in Review

Morgan Stanley increased its Avantis US Small Cap Equity ETF (AVSC) stake by 8.5% in Q2 2026, buying an estimated $5.94M and bringing the position to 1,109,495 shares worth $81.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Morgan Stanley first reported a position in AVSC in Q2 2023 and has held it in 13 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Morgan Stanley held 1,109,495 shares of Avantis US Small Cap Equity ETF worth $81.4M as of Q2 2026.
  • Morgan Stanley bought 87,053 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $5.94M.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1753 holding.
  • Morgan Stanley first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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