WEG
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World Equity Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

World Equity Group’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
2023
Q2 		– Sell
-5,898
Closed -$257K – 332
2023
Q1 		$257K Buy
+5,898
New +$462K 0.04% 415

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Equity Group's AVUV Position: Q2 2023 in Review

World Equity Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2023, closing a stake of 5,898 shares — an estimated $257K sold.

World Equity Group first reported a position in AVUV in Q1 2023 and held it in 1 quarter. The position peaked at $257K in Q1 2023. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

  • World Equity Group reported no remaining Avantis US Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 5,898 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $257K.
  • World Equity Group first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • World Equity Group's Avantis US Small Cap Value ETF position peaked at $257K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.