Focus Partners Wealth’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Focus Partners Wealth’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	$12.3M	Sell	150,692 -781	-0.5%	-$60.2K	0.01%	646
2026 Q1	$10.1M	Hold	151,473	–	–	0.01%	715
2025 Q4	$9.84M	Sell	151,473 -6,025	-4%	-$390K	0.01%	699
2025 Q3	$10M	Buy	157,498 +7,811	+5%	+$475K	0.02%	560
2025 Q2	$8.78M	Buy	149,687 +136,560	+1,040%	+$7.36M	0.02%	527
2025 Q1	$674K	Buy	+13,127	New	+$676K	﹤0.01%	1213

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 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

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 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

Focus Partners Wealth's AVSE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.52% in Q2 2026, selling an estimated $60.2K and leaving 150,692 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #646.

Focus Partners Wealth first reported a position in AVSE in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Focus Partners Wealth held 150,692 shares of Avantis Responsible Emerging Markets Equity ETF worth $12.3M as of Q2 2026.
Focus Partners Wealth sold 781 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $60.2K.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #646 holding.
Focus Partners Wealth first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.