Willow Creek Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.74M Buy
137,460
+724
+0.5% +$44K 0.72% 30
2025
Q2
$8.02M Buy
136,736
+20,240
+17% +$1.09M 0.72% 30
2025
Q1
$5.99M Buy
116,496
+12,853
+12% +$662K 0.58% 33
2024
Q4
$5.23M Buy
103,643
+2,360
+2% +$126K 0.53% 33
2024
Q3
$5.6M Buy
101,283
+3,853
+4% +$201K 0.59% 32
2024
Q2
$5.04M Buy
97,430
+683
+0.7% +$34.6K 0.57% 32
2024
Q1
$4.75M Buy
96,747
+762
+0.8% +$36.4K 0.56% 32
2023
Q4
$4.6M Sell
95,985
-15,604
-14% -$716K 0.58% 31
2023
Q3
$5.01M Buy
111,589
+1,857
+2% +$85.8K 0.75% 27
2023
Q2
$5.04M Buy
109,732
+363
+0.3% +$16.4K 0.71% 26
2023
Q1
$4.9M Buy
109,369
+2,418
+2% +$109K 0.76% 25
2022
Q4
$4.57M Buy
106,951
+68,399
+177% +$2.81M 0.76% 25
2022
Q3
$1.49M Buy
38,552
+30,691
+390% +$1.32M 0.29% 45
2022
Q2
$344K Buy
+7,861
New +$365K 0.06% 84

Other funds holding AVSE

Willow Creek Wealth Management's AVSE Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.53% in Q3 2025, buying an estimated $44K and bringing the position to 137,460 shares worth $8.74M. The position accounts for 0.72% of the portfolio, ranked #30.

Willow Creek Wealth Management first reported a position in AVSE in Q2 2022 and has held it in 14 quarters since. 59 funds tracked by Wall St. Rank hold AVSE as of Q3 2025.

  • Willow Creek Wealth Management held 137,460 shares of Avantis Responsible Emerging Markets Equity ETF worth $8.74M as of Q3 2025.
  • Willow Creek Wealth Management bought 724 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2025, an estimated $44K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.72% of Willow Creek Wealth Management's portfolio in Q3 2025, its #30 holding.
  • Willow Creek Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2022 and has held it in 14 quarters since.
  • 59 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.