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Strategic Financial Planning’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Strategic Financial Planning’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 		– Sell
-240,897
Closed -$6.26M – 47
2026
Q1 		$6.26M Buy
+240,897
New +$16.7M 3.66% 9

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
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
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Strategic Financial Planning's AVSE Position: Q2 2026 in Review

Strategic Financial Planning sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2026, closing a stake of 240,897 shares — an estimated $6.26M sold.

Strategic Financial Planning first reported a position in AVSE in Q1 2026 and held it in 1 quarter. The position peaked at $6.26M in Q1 2026. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Strategic Financial Planning reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 240,897 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.26M.
  • Strategic Financial Planning first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Avantis Responsible Emerging Markets Equity ETF position peaked at $6.26M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.