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Trailhead Planners’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Trailhead Planners’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 		$1.55M Sell
18,939
-19,871
-51% -$1.53M 1.5% 19
2026
Q1 		$2.58M Buy
38,810
+520
+1% +$36.1K 2.48% 14
2025
Q4 		$2.49M Buy
+38,290
New +$2.48M 2.44% 13

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
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
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
HighTower Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Trailhead Planners's AVSE Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 51% in Q2 2026, selling an estimated $1.53M and leaving 18,939 shares worth $1.55M. The position accounts for 1.5% of the portfolio, ranked #19.

Trailhead Planners first reported a position in AVSE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.58M in Q1 2026. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • Trailhead Planners held 18,939 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.55M as of Q2 2026.
  • Trailhead Planners sold 19,871 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.53M.
  • Avantis Responsible Emerging Markets Equity ETF made up 1.5% of Trailhead Planners's portfolio in Q2 2026, its #19 holding.
  • Trailhead Planners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Avantis Responsible Emerging Markets Equity ETF position peaked at $2.58M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.