True Wealth Design’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
2,647
+101
+4% +$7.79K 0.05% 102
2026
Q1
$169K Sell
2,546
-36
-1% -$2.5K 0.05% 116
2025
Q4
$168K Sell
2,582
-94
-4% -$6.08K 0.05% 103
2025
Q3
$170K Sell
2,676
-21
-0.8% -$1.28K 0.05% 86
2025
Q2
$158K Sell
2,697
-241
-8% -$13K 0.06% 68
2025
Q1
$151K Buy
2,938
+1,286
+78% +$66.2K 0.06% 50
2024
Q4
$83.3K Hold
1,652
0.03% 86
2024
Q3
$91.4K Sell
1,652
-103
-6% -$5.38K 0.04% 68
2024
Q2
$90.8K Hold
1,755
0.02% 140
2024
Q1
$86.1K Buy
1,755
+799
+84% +$38.1K 0.02% 143
2023
Q4
$45.8K Buy
+956
New +$43.8K 0.01% 157

Other funds holding AVSE

True Wealth Design's AVSE Position: Q2 2026 in Review

True Wealth Design increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 4% in Q2 2026, buying an estimated $7.79K and bringing the position to 2,647 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #102.

True Wealth Design first reported a position in AVSE in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • True Wealth Design held 2,647 shares of Avantis Responsible Emerging Markets Equity ETF worth $217K as of Q2 2026.
  • True Wealth Design bought 101 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.79K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #102 holding.
  • True Wealth Design first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.