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 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 $3.19B 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

Morgan Stanley's AVSU Position: Q1 2026 in Review

Morgan Stanley increased its Avantis Responsible US Equity ETF (AVSU) stake by 158% in Q1 2026, buying an estimated $1.02M and bringing the position to 21,618 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4897.

Morgan Stanley first reported a position in AVSU in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Morgan Stanley held 21,618 shares of Avantis Responsible US Equity ETF worth $1.6M as of Q1 2026.
Morgan Stanley bought 13,249 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $1.02M.
Avantis Responsible US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4897 holding.
Morgan Stanley first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.