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 Q2	$609K	Buy	7,441 +1,336	+22%	+$103K	0.09%	59
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 $3.56B 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

Tarbox Family Office's AVSE Position: Q2 2026 in Review

Tarbox Family Office increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 22% in Q2 2026, buying an estimated $103K and bringing the position to 7,441 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #59.

Tarbox Family Office first reported a position in AVSE in Q3 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Tarbox Family Office held 7,441 shares of Avantis Responsible Emerging Markets Equity ETF worth $609K as of Q2 2026.
Tarbox Family Office bought 1,336 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $103K.
Avantis Responsible Emerging Markets Equity ETF made up 0.09% of Tarbox Family Office's portfolio in Q2 2026, its #59 holding.
Tarbox Family Office first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.