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Action Point Financial Planning’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Action Point Financial Planning’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
Q2 		$1.85M Buy
+22,581
New +$1.74M 0.19% 111

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Action Point Financial Planning's AVSE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2026: 22,581 shares worth $1.85M. The stake represents 0.19% of the portfolio and ranks #111 among its holdings.

70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Action Point Financial Planning held 22,581 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.85M as of Q2 2026.
  • Avantis Responsible Emerging Markets Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.19% of Action Point Financial Planning's portfolio in Q2 2026, its #111 holding.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.