Team Hewins’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Team Hewins’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	$553K	Sell	6,755 -36	-0.5%	-$2.78K	0.15%	23
2026 Q1	$452K	Sell	6,791 -220	-3%	-$15.3K	0.13%	26
2025 Q4	$455K	Buy	7,011 +2	+0%	+$129	0.15%	25
2025 Q3	$446K	Hold	7,009	–	–	0.15%	24
2025 Q2	$411K	Buy	7,009 +1,869	+36%	+$101K	0.15%	22
2025 Q1	$264K	Buy	5,140 +15	+0.3%	+$772	0.1%	27
2024 Q4	$258K	Buy	5,125 +2	+0%	+$107	0.1%	31
2024 Q3	$283K	Sell	5,123 -32	-0.6%	-$1.67K	0.11%	29
2024 Q2	$267K	Buy	5,155 +1	+0%	+$51	0.11%	26
2024 Q1	$253K	Buy	5,154 +27	+0.5%	+$1.29K	0.1%	24
2023 Q4	$246K	Buy	+5,127	New	+$235K	0.11%	24
2023 Q3	–	Sell	-4,801	Closed	-$221K	–	34
2023 Q2	$221K	Buy	4,801 +32	+0.7%	+$1.44K	0.11%	25
2023 Q1	$214K	Buy	4,769 +12	+0.3%	+$540	0.11%	25
2022 Q4	$203K	Buy	+4,757	New	+$195K	0.11%	25

Other funds holding AVSE

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Team Hewins's AVSE Position: Q2 2026 in Review

Team Hewins reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.53% in Q2 2026, selling an estimated $2.78K and leaving 6,755 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #23.

Team Hewins first reported a position in AVSE in Q4 2022 and has held it in 14 quarters since. 33 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Team Hewins held 6,755 shares of Avantis Responsible Emerging Markets Equity ETF worth $553K as of Q2 2026.
Team Hewins sold 36 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.78K.
Avantis Responsible Emerging Markets Equity ETF made up 0.15% of Team Hewins's portfolio in Q2 2026, its #23 holding.
Team Hewins first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
33 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.