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
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
-1,776
-59% -$88.8K ﹤0.01% 6126
2023
Q4 		$154K Sell
3,018
-2,460
-45% -$111K ﹤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 $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM