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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
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 $3.19B 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

Mason & Associates (California)'s AVSE Position: Q1 2026 in Review

Mason & Associates (California) increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 3.4% in Q1 2026, buying an estimated $32.6K and bringing the position to 14,356 shares worth $924K. The position accounts for 0.18% of the portfolio, ranked #64.

Mason & Associates (California) 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.

  • Mason & Associates (California) held 14,356 shares of Avantis Responsible Emerging Markets Equity ETF worth $924K as of Q1 2026.
  • Mason & Associates (California) bought 469 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $32.6K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.18% of Mason & Associates (California)'s portfolio in Q1 2026, its #64 holding.
  • Mason & Associates (California) 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 Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.