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Morris Financial Concepts’s Avantis US Equity ETF AVUS Stock Holding History

Morris Financial Concepts’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 		$2.72M Sell
21,223
-1,652
-7% -$204K 0.83% 23
2026
Q1 		$2.54M Buy
22,875
+758
+3% +$86.8K 0.86% 22
2025
Q4 		$2.47M Sell
22,117
-2,887
-12% -$318K 0.87% 22
2025
Q3 		$2.72M Sell
25,004
-367
-1% -$38.5K 0.98% 20
2025
Q2 		$2.56M Buy
25,371
+279
+1% +$26.1K 1.02% 17
2025
Q1 		$2.32M Buy
25,092
+206
+0.8% +$20.1K 0.97% 16
2024
Q4 		$2.41M Buy
24,886
+556
+2% +$54.6K 1.03% 16
2024
Q3 		$2.31M Buy
24,330
+48
+0.2% +$4.41K 0.99% 15
2024
Q2 		$2.19M Sell
24,282
-386
-2% -$34.1K 1.05% 15
2024
Q1 		$2.21M Sell
24,668
-349
-1% -$29.5K 1.13% 15
2023
Q4 		$2.04M Buy
25,017
+462
+2% +$35K 1.17% 17
2023
Q3 		$1.8M Buy
24,555
+765
+3% +$58.1K 1.2% 18
2023
Q2 		$1.79M Buy
23,790
+1,424
+6% +$102K 1.16% 18
2023
Q1 		$1.59M Buy
22,366
+2,638
+13% +$187K 1.12% 21
2022
Q4 		$1.34M Buy
19,728
+2,677
+16% +$183K 1.08% 22
2022
Q3 		$1.06M Sell
17,051
-1,512
-8% -$104K 1.1% 19
2022
Q2 		$1.21M Buy
18,563
+12,779
+221% +$907K 1.15% 19
2022
Q1 		$446K Buy
5,784
+4,045
+233% +$308K 0.37% 42
2021
Q4 		$139K Buy
+1,739
New +$136K 0.12% 67

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

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

Morris Financial Concepts reduced its Avantis US Equity ETF (AVUS) stake by 7.2% in Q2 2026, selling an estimated $204K and leaving 21,223 shares worth $2.72M. The position accounts for 0.83% of the portfolio, ranked #23.

Morris Financial Concepts first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Morris Financial Concepts held 21,223 shares of Avantis US Equity ETF worth $2.72M as of Q2 2026.
  • Morris Financial Concepts sold 1,652 Avantis US Equity ETF shares in Q2 2026, an estimated $204K.
  • Avantis US Equity ETF made up 0.83% of Morris Financial Concepts's portfolio in Q2 2026, its #23 holding.
  • Morris Financial Concepts first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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