Tarbox Family Office’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Tarbox Family Office’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	$406K	Sell	6,105 -5	-0.1%	-$347	0.07%	72
2025 Q4	$397K	Hold	6,110	–	–	0.06%	79
2025 Q3	$388K	Hold	6,110	–	–	0.06%	86
2025 Q2	$358K	Hold	6,110	–	–	0.05%	87
2025 Q1	$314K	Sell	6,110 -19	-0.3%	-$978	0.05%	91
2024 Q4	$309K	Buy	6,129 +51	+0.8%	+$2.72K	0.05%	88
2024 Q3	$336K	Buy	6,078 +574	+10%	+$30K	0.06%	85
2024 Q2	$285K	Buy	5,504 +33	+0.6%	+$1.67K	0.05%	88
2024 Q1	$268K	Buy	5,471 +178	+3%	+$8.49K	0.05%	93
2023 Q4	$254K	Buy	5,293 +429	+9%	+$19.7K	0.05%	87
2023 Q3	$218K	Buy	+4,864	New	+$225K	0.05%	95

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

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

Tarbox Family Office's AVSE Position: Q1 2026 in Review

Tarbox Family Office reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.08% in Q1 2026, selling an estimated $347 and leaving 6,105 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #72.

Tarbox Family Office first reported a position in AVSE in Q3 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

Tarbox Family Office held 6,105 shares of Avantis Responsible Emerging Markets Equity ETF worth $406K as of Q1 2026.
Tarbox Family Office sold 5 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $347.
Avantis Responsible Emerging Markets Equity ETF made up 0.07% of Tarbox Family Office's portfolio in Q1 2026, its #72 holding.
Tarbox Family Office first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.