FPI
AVSE icon

Financial Plan Inc’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Financial Plan Inc’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 		$259K Hold
3,166
– – 0.02% 89
2026
Q1 		$211K Hold
3,166
– – 0.02% 86
2025
Q4 		$206K Buy
+3,166
New +$205K 0.02% 84

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 40.89% 1-Year Est. Return

Financial Plan Inc's AVSE Position: Q2 2026 in Review

Financial Plan Inc held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q2 2026 at 3,166 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #89.

Financial Plan Inc first reported a position in AVSE in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Financial Plan Inc held 3,166 shares of Avantis Responsible Emerging Markets Equity ETF worth $259K as of Q2 2026.
  • Financial Plan Inc left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.02% of Financial Plan Inc's portfolio in Q2 2026, its #89 holding.
  • Financial Plan Inc first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.