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American State Bank (Iowa)’s Avantis Emerging Markets Value ETF AVES Stock Holding History

American State Bank (Iowa)’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
2024
Q1 		– Sell
-100
Closed -$4.6K – 133
2023
Q4 		$4.6K Hold
100
– – ﹤0.01% 303
2023
Q3 		$4.34K Buy
100
+40
+67% +$1.77K ﹤0.01% 296
2023
Q2 		$2.62K Hold
60
– – ﹤0.01% 310
2023
Q1 		$2.56K Buy
+60
New +$2.59K ﹤0.01% 311

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

American State Bank (Iowa)'s AVES Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2024, closing a stake of 100 shares — an estimated $4.6K sold.

American State Bank (Iowa) first reported a position in AVES in Q1 2023 and held it in 4 quarters. The position peaked at $4.6K in Q4 2023. 90 funds tracked by Wall St. Rank hold AVES as of Q1 2024.

  • American State Bank (Iowa) reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2024 after selling out during the quarter.
  • American State Bank (Iowa) sold 100 Avantis Emerging Markets Value ETF shares in Q1 2024, an estimated $4.6K.
  • American State Bank (Iowa) first reported a position in Avantis Emerging Markets Value ETF in Q1 2023 and held it in 4 quarters.
  • American State Bank (Iowa)'s Avantis Emerging Markets Value ETF position peaked at $4.6K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.