MFC
AVUV icon

Morris Financial Concepts’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Morris Financial Concepts’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.8K Sell
197
-64
-25% -$7.05K 0.01% 167
2025
Q4 		$26.6K Hold
261
– – 0.01% 163
2025
Q3 		$26K Hold
261
– – 0.01% 168
2025
Q2 		$23.8K Hold
261
– – 0.01% 166
2025
Q1 		$22.8K Sell
261
-25
-9% -$2.35K 0.01% 165
2024
Q4 		$27.6K Buy
286
+6
+2% +$596 0.01% 153
2024
Q3 		$26.9K Buy
280
+5
+2% +$467 0.01% 158
2024
Q2 		$24.7K Buy
275
+73
+36% +$6.61K 0.01% 132
2024
Q1 		$18.9K Hold
202
– – 0.01% 132
2023
Q4 		$18.1K Hold
202
– – 0.01% 128
2023
Q3 		$15.7K Hold
202
– – 0.01% 119
2023
Q2 		$15.7K Hold
202
– – 0.01% 122
2023
Q1 		$15K Sell
202
-1
-0.5% -$78 0.01% 120
2022
Q4 		$15.1K Buy
+203
New +$15.3K 0.01% 111

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return