Leonard Rickey Investment Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Leonard Rickey Investment 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 Q1	$375K	Buy	5,632 +83	+1%	+$5.76K	0.06%	81
2025 Q4	$361K	Buy	+5,549	New	+$359K	0.07%	88

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leonard Rickey Investment Advisors's AVSE Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 1.5% in Q1 2026, buying an estimated $5.76K and bringing the position to 5,632 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #81.

Leonard Rickey Investment Advisors first reported a position in AVSE in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

Leonard Rickey Investment Advisors held 5,632 shares of Avantis Responsible Emerging Markets Equity ETF worth $375K as of Q1 2026.
Leonard Rickey Investment Advisors bought 83 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $5.76K.
Avantis Responsible Emerging Markets Equity ETF made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #81 holding.
Leonard Rickey Investment Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.