Morgan Stanley’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Morgan Stanley’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 Q2	$741K	Sell	8,369 -13,249	-61%	-$1.11M	﹤0.01%	5369
2026 Q1	$1.6M	Buy	21,618 +13,249	+158%	+$1.02M	﹤0.01%	4897
2025 Q4	$639K	Buy	8,369 +4,305	+106%	+$322K	﹤0.01%	5395
2025 Q3	$299K	Hold	4,064	–	–	﹤0.01%	5727
2025 Q2	$279K	Sell	4,064 -1,216	-23%	-$77.3K	﹤0.01%	5717
2025 Q1	$329K	Sell	5,280 -9,255	-64%	-$613K	﹤0.01%	5525
2024 Q4	$961K	Buy	+14,535	New	+$973K	﹤0.01%	5115

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

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

Morgan Stanley's AVSU Position: Q2 2026 in Review

Morgan Stanley reduced its Avantis Responsible US Equity ETF (AVSU) stake by 61% in Q2 2026, selling an estimated $1.11M and leaving 8,369 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #5369.

Morgan Stanley first reported a position in AVSU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Morgan Stanley held 8,369 shares of Avantis Responsible US Equity ETF worth $741K as of Q2 2026.
Morgan Stanley sold 13,249 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $1.11M.
Avantis Responsible US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5369 holding.
Morgan Stanley first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Morgan Stanley's Avantis Responsible US Equity ETF position peaked at $1.6M in Q1 2026.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

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