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

Parkworth 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
2025
Q2 		$25.6K Buy
437
+5
+1% +$270 0.02% 124
2025
Q1 		$22.2K Hold
432
– – 0.02% 114
2024
Q4 		$21.8K Buy
+432
New +$23K 0.02% 114

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parkworth Wealth Management's AVSE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 1.2% in Q2 2025, buying an estimated $270 and bringing the position to 437 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #124.

Parkworth Wealth Management first reported a position in AVSE in Q4 2024 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold AVSE as of Q2 2025.

  • Parkworth Wealth Management held 437 shares of Avantis Responsible Emerging Markets Equity ETF worth $25.6K as of Q2 2025.
  • Parkworth Wealth Management bought 5 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2025, an estimated $270.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #124 holding.
  • Parkworth Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.