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AVSEAVSE
6 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF

EP Wealth Advisors, LLC holds 58,878 shares of AVSE (AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF), worth $4.8M as of 2026-Q2. The position was increased (+52.6% shares). AVSE represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4.8M

Current Shares

58,878

Total Value Change

+$4.5M

Total Shares Change

+52,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
58,878
+52.6%
$4.8M0.0%$81.84
38
2026-Q1
Increased
38,570
+897.9%
$2.6M0.0%$69.50
42
2025-Q4
Unchanged
3,865
0.0%
$251,1130.0%$65.09
0
2025-Q2
Decreased
3,865
-37.9%
$226,6020.0%$57.45
0
2025-Q1
Unchanged
6,221
0.0%
$319,6350.0%$50.18
0
2024-Q4
New
6,221
-
$313,7300.0%$49.09
32

Other major holders of AVSE: Corient Private Wealth LP, Focus Partners Wealth, CITADEL ADVISORS LLC

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