Morris Financial Concepts
AVRE icon

Morris Financial Concepts’s Avantis Real Estate ETF AVRE Stock Holding History

Morris Financial Concepts’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.5K Sell
812
-43
-5% -$2.03K 0.01% 162
2026
Q1 		$37.6K Sell
855
-4
-0.5% -$181 0.01% 159
2025
Q4 		$37.4K Hold
859
– – 0.01% 158
2025
Q3 		$38.2K Buy
859
+9
+1% +$400 0.01% 160
2025
Q2 		$37.5K Hold
850
– – 0.01% 157
2025
Q1 		$36.6K Hold
850
– – 0.02% 156
2024
Q4 		$35.6K Hold
850
– – 0.02% 148
2024
Q3 		$40.1K Hold
850
– – 0.02% 153
2024
Q2 		$35K Buy
850
+159
+23% +$6.48K 0.02% 126
2024
Q1 		$29.2K Hold
691
– – 0.01% 127
2023
Q4 		$29.9K Sell
691
-170
-20% -$6.66K 0.02% 122
2023
Q3 		$32.3K Sell
861
-684
-44% -$27.7K 0.02% 112
2023
Q2 		$63.3K Sell
1,545
-8
-0.5% -$328 0.04% 101
2023
Q1 		$64.4K Sell
1,553
-56
-3% -$2.38K 0.05% 99
2022
Q4 		$66.2K Buy
1,609
+929
+137% +$37.7K 0.05% 93
2022
Q3 		$27K Hold
680
– – 0.03% 84
2022
Q2 		$30K Buy
680
+679
+67,900% +$32.9K 0.03% 92
2022
Q1 		$0 Hold
1
– – ﹤0.01% 120
2021
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 110

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
Nicolet Bankshares
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Morris Financial Concepts's AVRE Position: Q2 2026 in Review

Morris Financial Concepts reduced its Avantis Real Estate ETF (AVRE) stake by 5% in Q2 2026, selling an estimated $2.03K and leaving 812 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #162.

Morris Financial Concepts first reported a position in AVRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $66.2K in Q4 2022. 156 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Morris Financial Concepts held 812 shares of Avantis Real Estate ETF worth $38.5K as of Q2 2026.
  • Morris Financial Concepts sold 43 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.03K.
  • Avantis Real Estate ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #162 holding.
  • Morris Financial Concepts first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Avantis Real Estate ETF position peaked at $66.2K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.