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AlTi Global’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

AlTi Global’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
Q1 		– Sell
-8,432
Closed -$548K – 441
2025
Q4 		$548K Hold
8,432
– – 0.01% 303
2025
Q3 		$536K Hold
8,432
– – 0.01% 308
2025
Q2 		$494K Buy
+8,432
New +$455K 0.01% 304

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $103M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AlTi Global's AVSE Position: Q1 2026 in Review

AlTi Global sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q1 2026, closing a stake of 8,432 shares — an estimated $548K sold.

AlTi Global first reported a position in AVSE in Q2 2025 and held it in 3 quarters. The position peaked at $548K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • AlTi Global reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • AlTi Global sold 8,432 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $548K.
  • AlTi Global first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2025 and held it in 3 quarters.
  • AlTi Global's Avantis Responsible Emerging Markets Equity ETF position peaked at $548K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.