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 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 $3.19B AUM 14.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

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

EP Wealth Advisors's AVSE Position: Q1 2026 in Review

EP Wealth Advisors increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 898% in Q1 2026, buying an estimated $2.41M and bringing the position to 38,570 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #423.

EP Wealth Advisors first reported a position in AVSE in Q4 2024 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

EP Wealth Advisors held 38,570 shares of Avantis Responsible Emerging Markets Equity ETF worth $2.57M as of Q1 2026.
EP Wealth Advisors bought 34,705 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.41M.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #423 holding.
EP Wealth Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2024 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.