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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82M	Buy	58,878 +20,308	+53%	+$1.57M	0.02%	390
2026 Q1	$2.57M	Buy	38,570 +34,705	+898%	+$2.41M	0.01%	423
2025 Q4	$251K	Buy	+3,865	New	+$250K	﹤0.01%	1239
2025 Q2	$227K	Sell	3,865 -2,356	-38%	-$127K	﹤0.01%	1178
2025 Q1	$320K	Hold	6,221	–	–	﹤0.01%	887
2024 Q4	$314K	Buy	+6,221	New	+$332K	﹤0.01%	856

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

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 $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EP Wealth Advisors's AVSE Position: Q2 2026 in Review

EP Wealth Advisors increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 53% in Q2 2026, buying an estimated $1.57M and bringing the position to 58,878 shares worth $4.82M. The position accounts for 0.02% of the portfolio, ranked #390.

EP Wealth Advisors first reported a position in AVSE in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

EP Wealth Advisors held 58,878 shares of Avantis Responsible Emerging Markets Equity ETF worth $4.82M as of Q2 2026.
EP Wealth Advisors bought 20,308 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.57M.
Avantis Responsible Emerging Markets Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #390 holding.
EP Wealth Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.