Walkner Condon Financial Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Walkner Condon Financial Advisors’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	$602K	Buy	7,352 +297	+4%	+$22.9K	0.07%	170
2026 Q1	$470K	Sell	7,055 -342	-5%	-$23.8K	0.06%	181
2025 Q4	$481K	Buy	7,397 +557	+8%	+$36K	0.07%	182
2025 Q3	$435K	Buy	+6,840	New	+$416K	0.07%	190

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Walkner Condon Financial Advisors's AVSE Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 4.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 7,352 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #170.

Walkner Condon Financial Advisors first reported a position in AVSE in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Walkner Condon Financial Advisors held 7,352 shares of Avantis Responsible Emerging Markets Equity ETF worth $602K as of Q2 2026.
Walkner Condon Financial Advisors bought 297 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $22.9K.
Avantis Responsible Emerging Markets Equity ETF made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #170 holding.
Walkner Condon Financial Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.