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Mason & Associates (California)’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Mason & Associates (California)’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 		$1.38M Buy
16,854
+2,498
+17% +$193K 0.22% 57
2026
Q1 		$924K Buy
14,356
+469
+3% +$32.6K 0.18% 64
2025
Q4 		$902K Buy
+13,887
New +$898K 0.17% 66

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

Mason & Associates (California)'s AVSE Position: Q2 2026 in Review

Mason & Associates (California) increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 17% in Q2 2026, buying an estimated $193K and bringing the position to 16,854 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #57.

Mason & Associates (California) first reported a position in AVSE in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Mason & Associates (California) held 16,854 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.38M as of Q2 2026.
  • Mason & Associates (California) bought 2,498 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $193K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.22% of Mason & Associates (California)'s portfolio in Q2 2026, its #57 holding.
  • Mason & Associates (California) first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.