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Avise Financial Cooperative, Inc. Historic Quarter Change: USA ETF, New

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Avise Financial Cooperative, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Avise Financial Cooperative, Inc. opened 30 positions, added to 51, reduced 23 and sold out of 14.

  • Q2 2026: Stock LCTU; Country of operation —; Class ISHA US AWAR ETF; Shares before 0.
  • Q2 2026: Stock DSI; Country of operation —; Class ESG MSCI KLD ETF; Shares before 0.
  • Q2 2026: Stock SUSB; Country of operation —; Class ESG AWRE 1 5 YR; Shares before 0.
  • Q2 2026: Stock IDEQ; Country of operation United States; Class INTL DYNAMIC EQT; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2013342), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026LCTU
BLACKROCK ETF TRUST		ISHA US AWAR ETF099,006+99,006$0$7,936,357+$7,936,3572026-08-06
Q2 2026DSI
ISHARES TR		ESG MSCI KLD ETF040,390+40,390$0$5,751,087+$5,751,0872026-08-06
Q2 2026SUSB
ISHARES TR		ESG AWRE 1 5 YR0135,339+135,339$0$3,382,112+$3,382,1122026-08-06
Q2 2026IDEQ
LAZARD ACTIVE ETF TR		United StatesINTL DYNAMIC EQT048,563+48,563$0$1,703,114+$1,703,1142026-08-06
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF032,574+32,574$0$1,444,997+$1,444,9972026-08-06
Q2 2026LCTD
BLACKROCK ETF TRUST		ISHA WORL EX ETF021,741+21,741$0$1,253,535+$1,253,5352026-08-06
Q2 2026AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF08,341+8,341$0$1,111,438+$1,111,4382026-08-06
Q2 2026ICLN
ISHARES TR		GL CLEAN ENE ETF037,787+37,787$0$774,259+$774,2592026-08-06
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND08,413+8,413$0$655,432+$655,4322026-08-06
Q2 2026DFCF
DIMENSIONAL ETF TRUST		CORE FIXE IN ETF014,011+14,011$0$591,399+$591,3992026-08-06
Q2 2026BNDW
VANGUARD SCOTTSDALE FDS		TOTAL WLD BD ETF08,085+8,085$0$554,065+$554,0652026-08-06
Q2 2026DFSD
DIMENSIONAL ETF TRUST		SHOR DUR FIX ETF09,522+9,522$0$454,676+$454,6762026-08-06
Q2 2026EUSB
ISHARES TR		ESG ADVAN ETF010,319+10,319$0$448,359+$448,3592026-08-06
Q2 2026CLIP
GLOBAL X FDS		1 3 MO T BI ET03,816+3,816$0$382,897+$382,8972026-08-06
Q2 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT02,589+2,589$0$249,813+$249,8132026-08-06
Q2 2026VTWG
VANGUARD SCOTTSDALE FDS		VNG RUS2000GRW0839+839$0$241,291+$241,2912026-08-06
Q2 2026VXF
VANGUARD INDEX FDS		EXTEND MKT ETF0924+924$0$227,479+$227,4792026-08-06
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF01,494+1,494$0$218,706+$218,7062026-08-06
Q2 2026IWO
ISHARES TR		RUS 2000 GRW ETF0530+530$0$208,799+$208,7992026-08-06
Q1 2026DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 2037,210+37,210$0$1,445,994+$1,445,9942026-04-23
Q1 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT03,587+3,587$0$1,150,854+$1,150,8542026-04-23
Q1 2026DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY026,355+26,355$0$936,382+$936,3822026-04-23
Q1 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF013,360+13,360$0$641,929+$641,9292026-04-23
Q1 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT07,083+7,083$0$521,589+$521,5892026-04-23
Q1 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US05,815+5,815$0$436,691+$436,6912026-04-23
Q1 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F04,327+4,327$0$333,693+$333,6932026-04-23
Q1 2026DFCF
DIMENSIONAL ETF TRUST		CORE FIXED INCOM06,545+6,545$0$276,325+$276,3252026-04-23
Q1 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS0413+413$0$246,711+$246,7112026-04-23
Q1 2026IWB
ISHARES TR		RUS 1000 ETF0655+655$0$233,547+$233,5472026-04-23
Q1 2026IWR
ISHARES TR		RUS MID CAP ETF02,071+2,071$0$201,363+$201,3632026-04-23

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