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Angeles Wealth Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Angeles Wealth Management’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Buy
+261
New +$18.2K ﹤0.01% 604

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TFO
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BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Angeles Wealth Management's AVEE Position: Q2 2026 in Review

Angeles Wealth Management opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q2 2026: 261 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Angeles Wealth Management held 261 shares of Avantis Emerging Markets Small Cap Equity ETF worth $18.1K as of Q2 2026.
  • Avantis Emerging Markets Small Cap Equity ETF was a new Angeles Wealth Management position in Q2 2026.
  • Avantis Emerging Markets Small Cap Equity ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #604 holding.
  • 30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.