Q1WB
AVSC icon

Quest 10 Wealth Builders’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Quest 10 Wealth Builders’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Sell
28
-5
-15% -$341 ﹤0.01% 631
2026
Q1 		$2.06K Hold
33
– – ﹤0.01% 638
2025
Q4 		$1.94K Sell
33
-3
-8% -$174 ﹤0.01% 585
2025
Q3 		$2.06K Hold
36
– – ﹤0.01% 614
2025
Q2 		$1.86K Hold
36
– – ﹤0.01% 587
2025
Q1 		$1.74K Sell
36
-4
-10% -$211 ﹤0.01% 569
2024
Q4 		$2.17K Buy
+40
New +$2.23K ﹤0.01% 601

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Quest 10 Wealth Builders's AVSC Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 15% in Q2 2026, selling an estimated $341 and leaving 28 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Quest 10 Wealth Builders first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17K in Q4 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Quest 10 Wealth Builders held 28 shares of Avantis US Small Cap Equity ETF worth $2.05K as of Q2 2026.
  • Quest 10 Wealth Builders sold 5 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $341.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #631 holding.
  • Quest 10 Wealth Builders first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Avantis US Small Cap Equity ETF position peaked at $2.17K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.