Axxcess Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Axxcess Wealth Management’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	$4.03M	Buy	+61,495	New	+$4.03M	0.06%	263
2026 Q1	–	Sell	-51,550	Closed	-$3.01M	–	415
2025 Q4	$3.01M	Buy	51,550 +3,867	+8%	+$224K	0.05%	300
2025 Q3	$2.74M	Buy	47,683 +4,755	+11%	+$264K	0.06%	250
2025 Q2	$2.3M	Buy	42,928 +3,612	+9%	+$179K	0.05%	260
2025 Q1	$1.85M	Buy	39,316 +3,915	+11%	+$183K	0.05%	279
2024 Q4	$1.64M	Buy	35,401 +3,324	+10%	+$165K	0.04%	316
2024 Q3	$1.67M	Buy	32,077 +18,539	+137%	+$910K	0.04%	298
2024 Q2	$660K	Buy	+13,538	New	+$658K	0.02%	468

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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 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

Axxcess Wealth Management's AVES Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 61,495 shares worth $4.03M. The stake represents 0.06% of the portfolio and ranks #263 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVES as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVES in Q2 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Axxcess Wealth Management held 61,495 shares of Avantis Emerging Markets Value ETF worth $4.03M as of Q2 2026.
Avantis Emerging Markets Value ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis Emerging Markets Value ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #263 holding.
Axxcess Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q2 2024 and has held it in 8 quarters since.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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