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

Curio Wealth’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 		$345K Hold
5,176
– – 0.12% 58
2025
Q4 		$335K Buy
5,176
+851
+20% +$55.1K 0.12% 62
2025
Q3 		$275K Buy
4,325
+121
+3% +$7.36K 0.11% 57
2025
Q2 		$246K Buy
4,204
+4,195
+46,611% +$226K 0.11% 62
2025
Q1 		$211K Sell
9
-4,167
-100% -$214K 0.11% 69
2024
Q4 		$211K Buy
+4,176
New +$223K 0.11% 62

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MPW
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RP
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return