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Highland Financial Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Highland Financial Advisors’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 		$2.53M Buy
30,967
+6,540
+27% +$504K 0.56% 23
2026
Q1 		$1.63M Buy
24,427
+1,742
+8% +$121K 0.43% 27
2025
Q4 		$1.47M Sell
22,685
-294
-1% -$19K 0.41% 28
2025
Q3 		$1.46M Buy
22,979
+2,499
+12% +$152K 0.42% 28
2025
Q2 		$1.2M Buy
20,480
+2,190
+12% +$118K 0.39% 29
2025
Q1 		$940K Sell
18,290
-50
-0.3% -$2.57K 0.34% 29
2024
Q4 		$925K Buy
18,340
+254
+1% +$13.5K 0.32% 27
2024
Q3 		$1M Buy
18,086
+554
+3% +$29K 0.36% 26
2024
Q2 		$907K Buy
17,532
+2,184
+14% +$111K 0.34% 28
2024
Q1 		$753K Sell
15,348
-591
-4% -$28.2K 0.3% 30
2023
Q4 		$764K Buy
15,939
+1,176
+8% +$53.9K 0.33% 30
2023
Q3 		$662K Buy
14,763
+761
+5% +$35.2K 0.34% 29
2023
Q2 		$643K Buy
14,002
+2,407
+21% +$109K 0.33% 29
2023
Q1 		$519K Sell
11,595
-143
-1% -$6.43K 0.28% 31
2022
Q4 		$501K Buy
11,738
+726
+7% +$29.8K 0.3% 29
2022
Q3 		$426K Buy
+11,012
New +$472K 0.3% 36

Other funds holding AVSE

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Highland Financial Advisors's AVSE Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 27% in Q2 2026, buying an estimated $504K and bringing the position to 30,967 shares worth $2.53M. The position accounts for 0.56% of the portfolio, ranked #23.

Highland Financial Advisors first reported a position in AVSE in Q3 2022 and has held it in 16 quarters since. 14 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Highland Financial Advisors held 30,967 shares of Avantis Responsible Emerging Markets Equity ETF worth $2.53M as of Q2 2026.
  • Highland Financial Advisors bought 6,540 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $504K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.56% of Highland Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Highland Financial Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 14 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.