Morgan Stanley
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Morgan Stanley’s Avantis US Equity ETF AVUS Stock Holding History

Morgan Stanley’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128M Buy
999,429
+26,031
+3% +$3.21M 0.01% 1364
2026
Q1 		$108M Sell
973,398
-20,723
-2% -$2.37M 0.01% 1374
2025
Q4 		$111M Sell
994,121
-76,999
-7% -$8.48M 0.01% 1360
2025
Q3 		$116M Sell
1,071,120
-78,379
-7% -$8.22M 0.01% 1282
2025
Q2 		$116M Sell
1,149,499
-32,217
-3% -$3.02M 0.01% 1208
2025
Q1 		$109M Sell
1,181,716
-63,074
-5% -$6.15M 0.01% 1187
2024
Q4 		$121M Buy
1,244,790
+25,897
+2% +$2.54M 0.01% 1126
2024
Q3 		$116M Buy
1,218,893
+92,934
+8% +$8.53M 0.01% 1134
2024
Q2 		$102M Buy
1,125,959
+44,639
+4% +$3.94M 0.01% 1174
2024
Q1 		$96.8M Sell
1,081,320
-818,574
-43% -$69.1M 0.01% 1219
2023
Q4 		$155M Buy
1,899,894
+1,239,123
+188% +$93.8M 0.01% 1342
2023
Q3 		$48.4M Buy
660,771
+176,163
+36% +$13.4M ﹤0.01% 1614
2023
Q2 		$36.4M Buy
484,608
+149,019
+44% +$10.7M ﹤0.01% 1883
2023
Q1 		$23.8M Buy
335,589
+194,579
+138% +$13.8M ﹤0.01% 2231
2022
Q4 		$9.59M Buy
141,010
+98,984
+236% +$6.76M ﹤0.01% 3135
2022
Q3 		$2.62M Sell
42,026
-35,193
-46% -$2.42M ﹤0.01% 4247
2022
Q2 		$5.02M Sell
77,219
-5,950
-7% -$422K ﹤0.01% 3763
2022
Q1 		$6.41M Buy
83,169
+39,877
+92% +$3.04M ﹤0.01% 3411
2021
Q4 		$3.47M Buy
43,292
+11,139
+35% +$872K ﹤0.01% 4108
2021
Q3 		$2.37M Buy
32,153
+15,900
+98% +$1.2M ﹤0.01% 4434
2021
Q2 		$1.21M Buy
16,253
+9,207
+131% +$670K ﹤0.01% 4970
2021
Q1 		$489K Buy
7,046
+6,905
+4,897% +$462K ﹤0.01% 5163
2020
Q4 		$9K Buy
+141
New +$8.29K ﹤0.01% 6650

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Morgan Stanley's AVUS Position: Q2 2026 in Review

Morgan Stanley increased its Avantis US Equity ETF (AVUS) stake by 2.7% in Q2 2026, buying an estimated $3.21M and bringing the position to 999,429 shares worth $128M. The position accounts for 0.01% of the portfolio, ranked #1364.

Morgan Stanley first reported a position in AVUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $155M in Q4 2023. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Morgan Stanley held 999,429 shares of Avantis US Equity ETF worth $128M as of Q2 2026.
  • Morgan Stanley bought 26,031 Avantis US Equity ETF shares in Q2 2026, an estimated $3.21M.
  • Avantis US Equity ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1364 holding.
  • Morgan Stanley first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Avantis US Equity ETF position peaked at $155M in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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