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

Accurate 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
2026
Q2 		$1.34M Buy
20,413
+7,366
+56% +$483K 0.13% 176
2026
Q1 		$827K Buy
13,047
+8,273
+173% +$514K 0.1% 223
2025
Q4 		$287K Buy
+4,774
New +$276K 0.04% 416

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Accurate Wealth Management's AVES Position: Q2 2026 in Review

Accurate Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 56% in Q2 2026, buying an estimated $483K and bringing the position to 20,413 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #176.

Accurate Wealth Management first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Accurate Wealth Management held 20,413 shares of Avantis Emerging Markets Value ETF worth $1.34M as of Q2 2026.
  • Accurate Wealth Management bought 7,366 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $483K.
  • Avantis Emerging Markets Value ETF made up 0.13% of Accurate Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Accurate Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.