Wealthstream Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Wealthstream 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
2025 Q3	$511K	Sell	8,042 -1,619	-17%	-$98.4K	0.08%	86
2025 Q2	$566K	Sell	9,661 -1,553	-14%	-$83.8K	0.09%	77
2025 Q1	$576K	Sell	11,214 -864	-7%	-$44.5K	0.11%	73
2024 Q4	$609K	Buy	12,078 +252	+2%	+$13.4K	0.11%	71
2024 Q3	$654K	Sell	11,826 -325	-3%	-$17K	0.12%	62
2024 Q2	$629K	Buy	12,151 +28	+0.2%	+$1.42K	0.23%	57
2024 Q1	$595K	Sell	12,123 -365	-3%	-$17.4K	0.23%	61
2023 Q4	$599K	Buy	12,488 +300	+2%	+$13.8K	0.25%	58
2023 Q3	$547K	Sell	12,188 -139	-1%	-$6.42K	0.28%	49
2023 Q2	$566K	Buy	12,327 +333	+3%	+$15K	0.3%	45
2023 Q1	$537K	Buy	11,994 +4,083	+52%	+$184K	0.32%	39
2022 Q4	$338K	Buy	+7,911	New	+$325K	0.22%	52

Other funds holding AVSE

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealthstream Advisors's AVSE Position: Q3 2025 in Review

Wealthstream Advisors reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 17% in Q3 2025, selling an estimated $98.4K and leaving 8,042 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #86.

Wealthstream Advisors first reported a position in AVSE in Q4 2022 and has held it in 12 quarters since. The position peaked at $654K in Q3 2024. 59 funds tracked by Wall St. Rank hold AVSE as of Q3 2025.

Wealthstream Advisors held 8,042 shares of Avantis Responsible Emerging Markets Equity ETF worth $511K as of Q3 2025.
Wealthstream Advisors sold 1,619 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2025, an estimated $98.4K.
Avantis Responsible Emerging Markets Equity ETF made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #86 holding.
Wealthstream Advisors first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2022 and has held it in 12 quarters since.
Wealthstream Advisors's Avantis Responsible Emerging Markets Equity ETF position peaked at $654K in Q3 2024.
59 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.