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

ATLas 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 		$6.79M Buy
103,464
+3,323
+3% +$218K 5.5% 5
2026
Q1 		$6.01M Buy
100,141
+3,990
+4% +$248K 5.39% 6
2025
Q4 		$5.61M Buy
+96,151
New +$5.56M 5.5% 4

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 22.9% 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

ATLas Financial Planning's AVES Position: Q2 2026 in Review

ATLas Financial Planning increased its Avantis Emerging Markets Value ETF (AVES) stake by 3.3% in Q2 2026, buying an estimated $218K and bringing the position to 103,464 shares worth $6.79M. The position accounts for 5.5% of the portfolio, ranked #5.

ATLas Financial Planning first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • ATLas Financial Planning held 103,464 shares of Avantis Emerging Markets Value ETF worth $6.79M as of Q2 2026.
  • ATLas Financial Planning bought 3,323 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $218K.
  • Avantis Emerging Markets Value ETF made up 5.5% of ATLas Financial Planning's portfolio in Q2 2026, its #5 holding.
  • ATLas Financial Planning first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.