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

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 $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

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. 70 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.
70 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.