Wells Fargo
AVSC icon

Wells Fargo’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Wells Fargo’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
Q1 		$3.31M Buy
53,157
+32,665
+159% +$2.05M ﹤0.01% 2907
2025
Q4 		$1.2M Buy
20,492
+789
+4% +$45.7K ﹤0.01% 3830
2025
Q3 		$1.13M Buy
19,703
+2,191
+13% +$121K ﹤0.01% 3731
2025
Q2 		$903K Buy
17,512
+2,656
+18% +$128K ﹤0.01% 3757
2025
Q1 		$719K Sell
14,856
-706
-5% -$37.3K ﹤0.01% 3851
2024
Q4 		$846K Buy
15,562
+5,439
+54% +$304K ﹤0.01% 3820
2024
Q3 		$547K Buy
10,123
+10,048
+13,397% +$530K ﹤0.01% 3939
2024
Q2 		$3.74K Buy
+75
New +$3.77K ﹤0.01% 5921

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MIAS
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WMN
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return