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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
Q2 		$416K Sell
5,088
-88
-2% -$6.79K 0.13% 61
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

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 $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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Curio Wealth's AVSE Position: Q2 2026 in Review

Curio Wealth reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 1.7% in Q2 2026, selling an estimated $6.79K and leaving 5,088 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #61.

Curio Wealth first reported a position in AVSE in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Curio Wealth held 5,088 shares of Avantis Responsible Emerging Markets Equity ETF worth $416K as of Q2 2026.
  • Curio Wealth sold 88 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.79K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.13% of Curio Wealth's portfolio in Q2 2026, its #61 holding.
  • Curio Wealth first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 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 Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.