UBS Group
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UBS Group’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

UBS Group’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
-494
Closed -$31.4K – 10495
2025
Q3 		$31.4K Buy
+494
New +$30K ﹤0.01% 7864
2023
Q3 		– Sell
-320
Closed -$14.7K – 9442
2023
Q2 		$14.7K Buy
320
+108
+51% +$4.87K ﹤0.01% 7006
2023
Q1 		$9.49K Sell
212
-1,263
-86% -$56.8K ﹤0.01% 7651
2022
Q4 		$63K Buy
+1,475
New +$60.6K ﹤0.01% 6552

Other funds holding AVSE

Corient Private Wealth
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $103M AUM

UBS Group's AVSE Position: Q4 2025 in Review

UBS Group sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q4 2025, closing a stake of 494 shares — an estimated $31.4K sold.

UBS Group first reported a position in AVSE in Q4 2022 and held it in 4 quarters. The position peaked at $63K in Q4 2022. 63 funds tracked by Wall St. Rank hold AVSE as of Q4 2025.

  • UBS Group reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 494 Avantis Responsible Emerging Markets Equity ETF shares in Q4 2025, an estimated $31.4K.
  • UBS Group first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and held it in 4 quarters.
  • UBS Group's Avantis Responsible Emerging Markets Equity ETF position peaked at $63K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.