KLI
AVSE icon

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
Q2 		$296K Sell
3,621
-97
-3% -$7.48K 0.04% 124
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 $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
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
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kelman-Lazarov Inc's AVSE Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 2.6% in Q2 2026, selling an estimated $7.48K and leaving 3,621 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #124.

Kelman-Lazarov Inc first reported a position in AVSE in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Kelman-Lazarov Inc held 3,621 shares of Avantis Responsible Emerging Markets Equity ETF worth $296K as of Q2 2026.
  • Kelman-Lazarov Inc sold 97 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.48K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #124 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.