B&D White Capital Company’s Avantis Emerging Markets Value ETF AVES Stock Holding History

B&D White Capital Company’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 Q1	$13.8M	Sell	230,797 -68,361	-23%	-$4.25M	1.71%	17
2025 Q4	$17.4M	Buy	299,158 +108,113	+57%	+$6.25M	2.02%	14
2025 Q3	$11M	Sell	191,045 -1,219	-0.6%	-$67.8K	1.4%	17
2025 Q2	$10.3M	Buy	192,264 +96,312	+100%	+$4.77M	1.57%	15
2025 Q1	$4.52M	Buy	95,952 +66,726	+228%	+$3.13M	0.67%	30
2024 Q4	$1.35M	Buy	29,226 +8,347	+40%	+$414K	0.23%	34
2024 Q3	$1.09M	Buy	+20,879	New	+$1.03M	0.19%	44

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 $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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 $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

B&D White Capital Company's AVES Position: Q1 2026 in Review

B&D White Capital Company reduced its Avantis Emerging Markets Value ETF (AVES) stake by 23% in Q1 2026, selling an estimated $4.25M and leaving 230,797 shares worth $13.8M. The position accounts for 1.71% of the portfolio, ranked #17.

B&D White Capital Company first reported a position in AVES in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.4M in Q4 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

B&D White Capital Company held 230,797 shares of Avantis Emerging Markets Value ETF worth $13.8M as of Q1 2026.
B&D White Capital Company sold 68,361 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $4.25M.
Avantis Emerging Markets Value ETF made up 1.71% of B&D White Capital Company's portfolio in Q1 2026, its #17 holding.
B&D White Capital Company first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and has held it in 7 quarters since.
B&D White Capital Company's Avantis Emerging Markets Value ETF position peaked at $17.4M in Q4 2025.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.