Burton Enright Welch’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Burton Enright Welch’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	$928K	Sell	11,335 -246	-2%	-$19K	0.11%	68
2026 Q1	$771K	Buy	11,581 +5,681	+96%	+$395K	0.1%	71
2025 Q4	$383K	Buy	5,900 +2,401	+69%	+$155K	0.05%	107
2025 Q3	$222K	Hold	3,499	–	–	0.03%	121
2025 Q2	$205K	Sell	3,499 -705	-17%	-$38K	0.04%	118
2025 Q1	$216K	Hold	4,204	–	–	0.04%	100
2024 Q4	$212K	Hold	4,204	–	–	0.04%	96
2024 Q3	$233K	Hold	4,204	–	–	0.05%	87
2024 Q2	$218K	Buy	+4,204	New	+$213K	0.05%	91

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 $104B AUM 28.3% 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 28.19% 1-Year Est. Return

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

Burton Enright Welch's AVSE Position: Q2 2026 in Review

Burton Enright Welch reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 2.1% in Q2 2026, selling an estimated $19K and leaving 11,335 shares worth $928K. The position accounts for 0.11% of the portfolio, ranked #68.

Burton Enright Welch first reported a position in AVSE in Q2 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Burton Enright Welch held 11,335 shares of Avantis Responsible Emerging Markets Equity ETF worth $928K as of Q2 2026.
Burton Enright Welch sold 246 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $19K.
Avantis Responsible Emerging Markets Equity ETF made up 0.11% of Burton Enright Welch's portfolio in Q2 2026, its #68 holding.
Burton Enright Welch first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.