MB Generational Wealth’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

MB Generational Wealth’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	$423K	Sell	6,361 -347	-5%	-$24.1K	0.23%	45
2025 Q4	$436K	Sell	6,708 -134	-2%	-$8.67K	0.23%	46
2025 Q3	$435K	Buy	+6,842	New	+$416K	0.28%	40

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

MB Generational Wealth's AVSE Position: Q1 2026 in Review

MB Generational Wealth reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 5.2% in Q1 2026, selling an estimated $24.1K and leaving 6,361 shares worth $423K. The position accounts for 0.23% of the portfolio, ranked #45.

MB Generational Wealth first reported a position in AVSE in Q3 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

MB Generational Wealth held 6,361 shares of Avantis Responsible Emerging Markets Equity ETF worth $423K as of Q1 2026.
MB Generational Wealth sold 347 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $24.1K.
Avantis Responsible Emerging Markets Equity ETF made up 0.23% of MB Generational Wealth's portfolio in Q1 2026, its #45 holding.
MB Generational Wealth first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
MB Generational Wealth's Avantis Responsible Emerging Markets Equity ETF position peaked at $436K in Q4 2025.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.