Avise Financial Cooperative, Inc. historic quarter change: USA ETF, Reduced
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 SUSC; Country of operation —; Class ESG AWRE USD ETF; Shares before 314,454.
- Q2 2026: Stock ESGU; Country of operation —; Class ESG AWR MSCI USA; Shares before 38,610.
- Q2 2026: Stock USXF; Country of operation —; Class ESG MSCI USA ETF; Shares before 71,447.
- Q2 2026: Stock ESGE; Country of operation —; Class ESG AWR MSCI EM; Shares before 74,218.
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.
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