Focus Partners Wealth
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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
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 $3.19B AUM 14.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Corient Private Wealth
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth's AVSE Position: Q1 2026 in Review

Focus Partners Wealth held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q1 2026 at 151,473 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #715.

Focus Partners Wealth first reported a position in AVSE in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Focus Partners Wealth held 151,473 shares of Avantis Responsible Emerging Markets Equity ETF worth $10.1M as of Q1 2026.
  • Focus Partners Wealth left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #715 holding.
  • Focus Partners Wealth first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.