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Northwest & Ethical Investments’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-223,750
Closed -$14.5M – 533
2025
Q4 		$14.5M Hold
223,750
– – 0.33% 91
2025
Q3 		$14.2M Hold
223,750
– – 0.34% 92
2025
Q2 		$13.1M Hold
223,750
– – 0.33% 98
2025
Q1 		$11.5M Buy
+223,750
New +$11.5M 0.31% 101

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $103M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest & Ethical Investments's AVSE Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q1 2026, closing a stake of 223,750 shares — an estimated $14.5M sold.

Northwest & Ethical Investments first reported a position in AVSE in Q1 2025 and held it in 4 quarters. The position peaked at $14.5M in Q4 2025. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 223,750 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $14.5M.
  • Northwest & Ethical Investments first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2025 and held it in 4 quarters.
  • Northwest & Ethical Investments's Avantis Responsible Emerging Markets Equity ETF position peaked at $14.5M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.