Blue Trust Inc’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Blue Trust Inc’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 Q3	$4.73K	Buy	+60	New	+$4.69K	﹤0.01%	1871

Other funds holding AVSE

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Blue Trust Inc's AVSE Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q3 2026: 60 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #1871 among its holdings.

22 funds tracked by Wall St. Rank hold AVSE as of Q3 2026.

Blue Trust Inc held 60 shares of Avantis Responsible Emerging Markets Equity ETF worth $4.73K as of Q3 2026.
Avantis Responsible Emerging Markets Equity ETF was a new Blue Trust Inc position in Q3 2026.
Avantis Responsible Emerging Markets Equity ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1871 holding.
22 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.