Orgel Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Orgel Wealth Management’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	$10.5M	Buy	+127,788	New	+$9.85M	0.2%	26

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Orgel Wealth Management's AVSE Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2026: 127,788 shares worth $10.5M. The stake represents 0.2% of the portfolio and ranks #26 among its holdings.

70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Orgel Wealth Management held 127,788 shares of Avantis Responsible Emerging Markets Equity ETF worth $10.5M as of Q2 2026.
Avantis Responsible Emerging Markets Equity ETF was a new Orgel Wealth Management position in Q2 2026.
Avantis Responsible Emerging Markets Equity ETF made up 0.2% of Orgel Wealth Management's portfolio in Q2 2026, its #26 holding.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.