Accurate Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Accurate Wealth Management’s Portfolio AVSE Stock Details AVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.86M	Buy	23,840 +2,618	+12%	+$205K	0.16%	148
2026 Q2	$1.69M	Buy	21,222 +6,589	+45%	+$508K	0.16%	144
2026 Q1	$1.05M	Buy	14,633 +8,866	+154%	+$616K	0.13%	183
2025 Q4	$388K	Buy	+5,767	New	+$373K	0.05%	352

Other funds holding AVSE

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Accurate Wealth Management's AVSE Position: Q3 2026 in Review

Accurate Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 12% in Q3 2026, buying an estimated $205K and bringing the position to 23,840 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #148.

Accurate Wealth Management first reported a position in AVSE in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold AVSE as of Q3 2026.

Accurate Wealth Management held 23,840 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.86M as of Q3 2026.
Accurate Wealth Management bought 2,618 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2026, an estimated $205K.
Avantis Responsible Emerging Markets Equity ETF made up 0.16% of Accurate Wealth Management's portfolio in Q3 2026, its #148 holding.
Accurate Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.