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Accredited Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Accredited Wealth Management’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$538K Buy
39,462
+30,877
+360% +$1.72M 0.4% 43
2025
Q2 		$460K Buy
+8,585
New +$426K 0.37% 45
2025
Q1 		– Sell
-8,409
Closed -$388K – 377
2024
Q4 		$388K Buy
+8,409
New +$417K 0.34% 48

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Accredited Wealth Management's AVES Position: Q3 2025 in Review

Accredited Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 360% in Q3 2025, buying an estimated $1.72M and bringing the position to 39,462 shares worth $538K. The position accounts for 0.4% of the portfolio, ranked #43.

Accredited Wealth Management first reported a position in AVES in Q4 2024 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold AVES as of Q3 2025.

  • Accredited Wealth Management held 39,462 shares of Avantis Emerging Markets Value ETF worth $538K as of Q3 2025.
  • Accredited Wealth Management bought 30,877 Avantis Emerging Markets Value ETF shares in Q3 2025, an estimated $1.72M.
  • Avantis Emerging Markets Value ETF made up 0.4% of Accredited Wealth Management's portfolio in Q3 2025, its #43 holding.
  • Accredited Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2025.

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