Envestnet Asset Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Envestnet Asset Management’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	$618K	Buy	7,547 +1,101	+17%	+$84.9K	﹤0.01%	3928
2026 Q1	$429K	Buy	6,446 +1,347	+26%	+$93.6K	﹤0.01%	4038
2025 Q4	$331K	Buy	5,099 +1,317	+35%	+$85.2K	﹤0.01%	3964
2025 Q3	$240K	Sell	3,782 -576	-13%	-$35K	﹤0.01%	4217
2025 Q2	$256K	Buy	+4,358	New	+$235K	﹤0.01%	4109

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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Envestnet Asset Management's AVSE Position: Q2 2026 in Review

Envestnet Asset Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 17% in Q2 2026, buying an estimated $84.9K and bringing the position to 7,547 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Envestnet Asset Management first reported a position in AVSE in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Envestnet Asset Management held 7,547 shares of Avantis Responsible Emerging Markets Equity ETF worth $618K as of Q2 2026.
Envestnet Asset Management bought 1,101 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $84.9K.
Avantis Responsible Emerging Markets Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3928 holding.
Envestnet Asset Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.