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Journey Strategic Wealth’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Journey Strategic 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 		$1.04M Sell
15,587
-233
-1% -$16.2K 0.03% 175
2025
Q4 		$1.03M Buy
15,820
+548
+4% +$35.5K 0.03% 171
2025
Q3 		$971K Buy
15,272
+712
+5% +$43.3K 0.03% 172
2025
Q2 		$854K Sell
14,560
-888
-6% -$47.9K 0.03% 196
2025
Q1 		$794K Buy
15,448
+914
+6% +$47K 0.03% 161
2024
Q4 		$733K Buy
14,534
+3,875
+36% +$207K 0.03% 164
2024
Q3 		$590K Buy
+10,659
New +$557K 0.02% 195

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return

Journey Strategic Wealth's AVSE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 1.5% in Q1 2026, selling an estimated $16.2K and leaving 15,587 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #175.

Journey Strategic Wealth first reported a position in AVSE in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Journey Strategic Wealth held 15,587 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.04M as of Q1 2026.
  • Journey Strategic Wealth sold 233 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $16.2K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #175 holding.
  • Journey Strategic Wealth first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.