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Kelman-Lazarov Inc’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Kelman-Lazarov Inc’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 		$247K Sell
3,718
-14
-0.4% -$972 0.04% 129
2025
Q4 		$242K Sell
3,732
-545
-13% -$35.3K 0.03% 127
2025
Q3 		$272K Sell
4,277
-466
-10% -$28.3K 0.04% 122
2025
Q2 		$278K Buy
4,743
+16
+0.3% +$863 0.05% 104
2025
Q1 		$243K Buy
+4,727
New +$243K 0.04% 109

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

Kelman-Lazarov Inc's AVSE Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.38% in Q1 2026, selling an estimated $972 and leaving 3,718 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #129.

Kelman-Lazarov Inc first reported a position in AVSE in Q1 2025 and has held it in 5 quarters since. The position peaked at $278K in Q2 2025. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Kelman-Lazarov Inc held 3,718 shares of Avantis Responsible Emerging Markets Equity ETF worth $247K as of Q1 2026.
  • Kelman-Lazarov Inc sold 14 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $972.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #129 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Kelman-Lazarov Inc's Avantis Responsible Emerging Markets Equity ETF position peaked at $278K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.