TCI Wealth Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

TCI Wealth Advisors’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	$268K	Sell	3,275 -342	-9%	-$26.4K	0.01%	224
2026 Q1	$241K	Sell	3,617 -112	-3%	-$7.78K	0.01%	217
2025 Q4	$242K	Sell	3,729 -115	-3%	-$7.44K	0.01%	212
2025 Q3	$244K	Sell	3,844 -137	-3%	-$8.33K	0.01%	216
2025 Q2	$233K	Sell	3,981 -532	-12%	-$28.7K	0.02%	215
2025 Q1	$232K	Hold	4,513	–	–	0.02%	201
2024 Q4	$228K	Hold	4,513	–	–	0.02%	206
2024 Q3	$250K	Hold	4,513	–	–	0.02%	202
2024 Q2	$234K	Hold	4,513	–	–	0.02%	203
2024 Q1	$221K	Buy	4,513 +12	+0.3%	+$573	0.02%	199
2023 Q4	$216K	Sell	4,501 -112	-2%	-$5.14K	0.02%	190
2023 Q3	$207K	Hold	4,613	–	–	0.03%	185
2023 Q2	$212K	Hold	4,613	–	–	0.03%	178
2023 Q1	$207K	Hold	4,613	–	–	0.03%	184
2022 Q4	$197K	Buy	+4,613	New	+$189K	0.03%	180

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

TCI Wealth Advisors's AVSE Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 9.5% in Q2 2026, selling an estimated $26.4K and leaving 3,275 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #224.

TCI Wealth Advisors 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.

TCI Wealth Advisors held 3,275 shares of Avantis Responsible Emerging Markets Equity ETF worth $268K as of Q2 2026.
TCI Wealth Advisors sold 342 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $26.4K.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #224 holding.
TCI Wealth Advisors 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 TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.