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Birchwood Financial Partners’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Birchwood Financial Partners’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 		$49.7K Buy
607
+129
+27% +$9.95K 0.04% 170
2026
Q1 		$31.8K Buy
+478
New +$33.2K 0.03% 207

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

Birchwood Financial Partners's AVSE Position: Q2 2026 in Review

Birchwood Financial Partners increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 27% in Q2 2026, buying an estimated $9.95K and bringing the position to 607 shares worth $49.7K. The position accounts for 0.04% of the portfolio, ranked #170.

Birchwood Financial Partners first reported a position in AVSE in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Birchwood Financial Partners held 607 shares of Avantis Responsible Emerging Markets Equity ETF worth $49.7K as of Q2 2026.
  • Birchwood Financial Partners bought 129 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.95K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #170 holding.
  • Birchwood Financial Partners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.