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Action Point Financial Planning’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Action Point Financial Planning’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 		$878K Buy
+13,387
New +$877K 0.09% 179

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Action Point Financial Planning's AVES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 13,387 shares worth $878K. The stake represents 0.09% of the portfolio and ranks #179 among its holdings.

184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Action Point Financial Planning held 13,387 shares of Avantis Emerging Markets Value ETF worth $878K as of Q2 2026.
  • Avantis Emerging Markets Value ETF was a new Action Point Financial Planning position in Q2 2026.
  • Avantis Emerging Markets Value ETF made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #179 holding.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.