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 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 $3.19B 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 $71.6B AUM 21.08% 1-Year Est. Return

TCI Wealth Advisors's AVSE Position: Q1 2026 in Review

TCI Wealth Advisors reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 3% in Q1 2026, selling an estimated $7.78K and leaving 3,617 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #217.

TCI Wealth Advisors first reported a position in AVSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $250K in Q3 2024. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

TCI Wealth Advisors held 3,617 shares of Avantis Responsible Emerging Markets Equity ETF worth $241K as of Q1 2026.
TCI Wealth Advisors sold 112 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.78K.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #217 holding.
TCI Wealth Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
TCI Wealth Advisors's Avantis Responsible Emerging Markets Equity ETF position peaked at $250K in Q3 2024.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.