Plancorp LLC’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Plancorp LLC’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	$443K	Hold	5,755	–	–	0.01%	276
2026 Q1	$411K	Hold	5,755	–	–	0.01%	254
2025 Q4	$374K	Hold	5,755	–	–	0.01%	253
2025 Q3	$366K	Hold	5,755	–	–	0.01%	267
2025 Q2	$337K	Hold	5,755	–	–	0.01%	277
2025 Q1	$296K	Hold	5,755	–	–	0.01%	284
2024 Q4	$290K	Hold	5,755	–	–	0.01%	255
2024 Q3	$318K	Hold	5,755	–	–	0.01%	242
2024 Q2	$298K	Hold	5,755	–	–	0.01%	233
2024 Q1	$282K	Hold	5,755	–	–	0.01%	240
2023 Q4	$276K	Hold	5,755	–	–	0.01%	225
2023 Q3	$258K	Hold	5,755	–	–	0.01%	215
2023 Q2	$264K	Hold	5,755	–	–	0.01%	211
2023 Q1	$258K	Hold	5,755	–	–	0.01%	219
2022 Q4	$246K	Buy	+5,755	New	+$236K	0.01%	210

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Plancorp LLC's AVSE Position: Q2 2026 in Review

Plancorp LLC held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q2 2026 at 5,755 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #276.

Plancorp LLC first reported a position in AVSE in Q4 2022 and has held it in 15 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Plancorp LLC held 5,755 shares of Avantis Responsible Emerging Markets Equity ETF worth $443K as of Q2 2026.
Plancorp LLC left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q2 2026.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #276 holding.
Plancorp LLC first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.