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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
Q1 		$211K Hold
3,166
– – 0.02% 86
2025
Q4 		$206K Buy
+3,166
New +$205K 0.02% 84

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SFP
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HighTower Advisors
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TP
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Financial Plan Inc's AVSE Position: Q1 2026 in Review

Financial Plan Inc held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q1 2026 at 3,166 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #86.

Financial Plan Inc first reported a position in AVSE in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Financial Plan Inc held 3,166 shares of Avantis Responsible Emerging Markets Equity ETF worth $211K as of Q1 2026.
  • Financial Plan Inc left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.02% of Financial Plan Inc's portfolio in Q1 2026, its #86 holding.
  • Financial Plan Inc first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.