Tortoise Investment Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-700	Closed	-$44.5K	–	339
2025 Q3	$44.5K	Hold	700	–	–	﹤0.01%	411
2025 Q2	$41K	Hold	700	–	–	﹤0.01%	419
2025 Q1	$36K	Hold	700	–	–	﹤0.01%	418
2024 Q4	$35.3K	Hold	700	–	–	﹤0.01%	478
2024 Q3	$38.7K	Buy	+700	New	+$36.6K	﹤0.01%	457

Other funds holding AVSE

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

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Tortoise Investment Management's AVSE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q4 2025, closing a stake of 700 shares — an estimated $44.5K sold.

Tortoise Investment Management first reported a position in AVSE in Q3 2024 and held it in 5 quarters. The position peaked at $44.5K in Q3 2025. 63 funds tracked by Wall St. Rank hold AVSE as of Q4 2025.

Tortoise Investment Management reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 700 Avantis Responsible Emerging Markets Equity ETF shares in Q4 2025, an estimated $44.5K.
Tortoise Investment Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2024 and held it in 5 quarters.
Tortoise Investment Management's Avantis Responsible Emerging Markets Equity ETF position peaked at $44.5K in Q3 2025.
63 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.