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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
Q2 		– Sell
-1,300
Closed -$86.5K – 392
2026
Q1 		$86.5K Hold
1,300
– – 0.01% 419
2025
Q4 		$84.5K Buy
+1,300
New +$84.1K 0.01% 408

Other funds holding AVSE

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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

WealthShield Partners's AVSE Position: Q2 2026 in Review

WealthShield Partners sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2026, closing a stake of 1,300 shares — an estimated $86.5K sold.

WealthShield Partners first reported a position in AVSE in Q4 2025 and held it in 2 quarters. The position peaked at $86.5K in Q1 2026. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • WealthShield Partners reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,300 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $86.5K.
  • WealthShield Partners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2025 and held it in 2 quarters.
  • WealthShield Partners's Avantis Responsible Emerging Markets Equity ETF position peaked at $86.5K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.