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

Axxcess 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 Q2	$378K	Buy	+4,623	New	+$356K	0.01%	795
2026 Q1	–	Sell	-4,605	Closed	-$299K	–	422
2025 Q4	$299K	Buy	4,605 +95	+2%	+$6.15K	0.01%	850
2025 Q3	$287K	Hold	4,510	–	–	0.01%	771
2025 Q2	$264K	Buy	4,510 +28	+0.6%	+$1.51K	0.01%	755
2025 Q1	$230K	Hold	4,482	–	–	0.01%	773
2024 Q4	$226K	Buy	4,482 +57	+1%	+$3.04K	0.01%	775
2024 Q3	$245K	Buy	+4,425	New	+$231K	0.01%	765

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2026: 4,623 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVSE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVSE in Q3 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Axxcess Wealth Management held 4,623 shares of Avantis Responsible Emerging Markets Equity ETF worth $378K as of Q2 2026.
Avantis Responsible Emerging Markets Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #795 holding.
Axxcess Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.