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WealthShield Partners’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

WealthShield Partners’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
Q1 		$86.5K Hold
1,300
– – 0.01% 419
2025
Q4 		$84.5K Buy
+1,300
New +$84.1K 0.01% 408

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's AVSE Position: Q1 2026 in Review

WealthShield Partners held its Avantis Responsible Emerging Markets Equity ETF (AVSE) position steady in Q1 2026 at 1,300 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #419.

WealthShield Partners first reported a position in AVSE in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

  • WealthShield Partners held 1,300 shares of Avantis Responsible Emerging Markets Equity ETF worth $86.5K as of Q1 2026.
  • WealthShield Partners left its Avantis Responsible Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #419 holding.
  • WealthShield Partners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.