HB Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

HB Wealth Management’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	$408K	Hold	4,987	–	–	﹤0.01%	1209
2026 Q1	$332K	Sell	4,987 -1,404	-22%	-$97.5K	﹤0.01%	1171
2025 Q4	$415K	Hold	6,391	–	–	﹤0.01%	978
2025 Q3	$406K	Sell	6,391 -300	-4%	-$18.2K	﹤0.01%	943
2025 Q2	$392K	Sell	6,691 -33	-0.5%	-$1.78K	﹤0.01%	832
2025 Q1	$346K	Buy	+6,724	New	+$346K	﹤0.01%	912

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $77.5B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HB Wealth Management's AVSE Position: Q2 2026 in Review

HB Wealth Management held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q2 2026 at 4,987 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

HB Wealth Management first reported a position in AVSE in Q1 2025 and has held it in 6 quarters since. The position peaked at $415K in Q4 2025. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

HB Wealth Management held 4,987 shares of Avantis Responsible Emerging Markets Equity ETF worth $408K as of Q2 2026.
HB Wealth Management left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q2 2026.
Avantis Responsible Emerging Markets Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1209 holding.
HB Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's Avantis Responsible Emerging Markets Equity ETF position peaked at $415K in Q4 2025.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.