Red Lighthouse Investment Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Red Lighthouse Investment 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 Q1	–	Sell	-1,201	Closed	-$78K	–	83
2025 Q4	$78K	Buy	1,201 +1	+0.1%	+$65	0.03%	74
2025 Q3	$76.3K	Buy	1,200 +55	+5%	+$3.34K	0.03%	95
2025 Q2	$67.1K	Buy	1,145 +29	+3%	+$1.56K	0.03%	96
2025 Q1	$54.8K	Sell	1,116 -8	-0.7%	-$412	0.02%	91
2024 Q4	$56.7K	Buy	1,124 +8	+0.7%	+$427	0.02%	93
2024 Q3	$61.7K	Hold	1,116	–	–	0.02%	91
2024 Q2	$57.8K	Hold	1,116	–	–	0.02%	90
2024 Q1	$54.8K	Buy	1,116 +151	+16%	+$7.21K	0.02%	92
2023 Q4	$46.3K	Buy	965 +245	+34%	+$11.2K	0.02%	91
2023 Q3	$32.3K	Buy	720 +19	+3%	+$878	0.02%	86
2023 Q2	$32.2K	Hold	701	–	–	0.01%	88
2023 Q1	$31.4K	Hold	701	–	–	0.02%	88
2022 Q4	$29.9K	Buy	+701	New	+$28.8K	0.02%	91

Other funds holding AVSE

MPW

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $103M AUM

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

Red Lighthouse Investment Management's AVSE Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q1 2026, closing a stake of 1,201 shares — an estimated $78K sold.

Red Lighthouse Investment Management first reported a position in AVSE in Q4 2022 and held it in 13 quarters. The position peaked at $78K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,201 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $78K.
Red Lighthouse Investment Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Avantis Responsible Emerging Markets Equity ETF position peaked at $78K in Q4 2025.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.