MSWM
AVUV icon

Mowery & Schoenfeld Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q1 		– Sell
-2,959
Closed -$266K – 167
2023
Q4 		$266K Buy
+2,959
New +$237K 0.54% 24

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AVUV Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2024, closing a stake of 2,959 shares — an estimated $266K sold.

Mowery & Schoenfeld Wealth Management first reported a position in AVUV in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,959 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $266K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Avantis US Small Cap Value ETF position peaked at $266K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.