Accurate Wealth Management
AVES icon

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
Q3 		$1.34M Buy
20,473
+60
+0.3% +$3.9K 0.12% 181
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

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Accurate Wealth Management's AVES Position: Q3 2026 in Review

Accurate Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.29% in Q3 2026, buying an estimated $3.9K and bringing the position to 20,473 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #181.

Accurate Wealth Management first reported a position in AVES in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2026. 155 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

  • Accurate Wealth Management held 20,473 shares of Avantis Emerging Markets Value ETF worth $1.34M as of Q3 2026.
  • Accurate Wealth Management bought 60 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $3.9K.
  • Avantis Emerging Markets Value ETF made up 0.12% of Accurate Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Accurate Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Accurate Wealth Management's Avantis Emerging Markets Value ETF position peaked at $1.34M in Q2 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.