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

EP Wealth Advisors’s Portfolio AVSE Stock Details AVSE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Sell
3,865
-2,356
-38% -$138K ﹤0.01% 1178
2025
Q1 		$320K Hold
6,221
– – ﹤0.01% 887
2024
Q4 		$314K Buy
+6,221
New +$314K ﹤0.01% 856