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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Accurate Wealth Management's AVSE Position: Q2 2026 in Review

Accurate Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 45% in Q2 2026, buying an estimated $508K and bringing the position to 21,222 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #144.

Accurate Wealth Management first reported a position in AVSE in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Accurate Wealth Management held 21,222 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.69M as of Q2 2026.
  • Accurate Wealth Management bought 6,589 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $508K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Accurate Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.