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Ares Financial Consulting’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Ares Financial Consulting’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 		$169K Buy
2,432
+2,164
+807% +$151K 0.12% 95
2026
Q1 		$17.2K Buy
268
+195
+267% +$12.7K 0.01% 432
2025
Q4 		$4.56K Buy
+73
New +$4.62K ﹤0.01% 507

Other funds holding AVEE

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
TFO
Timonier Family Office Winston Salem, North Carolina $354M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Ares Financial Consulting's AVEE Position: Q2 2026 in Review

Ares Financial Consulting increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 807% in Q2 2026, buying an estimated $151K and bringing the position to 2,432 shares worth $169K. The position accounts for 0.12% of the portfolio, ranked #95.

Ares Financial Consulting first reported a position in AVEE in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Ares Financial Consulting held 2,432 shares of Avantis Emerging Markets Small Cap Equity ETF worth $169K as of Q2 2026.
  • Ares Financial Consulting bought 2,164 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $151K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.12% of Ares Financial Consulting's portfolio in Q2 2026, its #95 holding.
  • Ares Financial Consulting first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.