Balboa Wealth Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Balboa Wealth Partners’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
2024 Q4	–	Sell	-4,890	Closed	-$255K	–	346
2024 Q3	$255K	Buy	4,890 +183	+4%	+$8.98K	0.06%	212
2024 Q2	$229K	Sell	4,707 -786	-14%	-$38.2K	0.06%	229
2024 Q1	$260K	Hold	5,493	–	–	0.08%	180
2023 Q4	$253K	Sell	5,493 -516	-9%	-$22.7K	0.08%	187
2023 Q3	$261K	Hold	6,009	–	–	0.1%	176
2023 Q2	$262K	Sell	6,009 -609	-9%	-$26.3K	0.09%	181
2023 Q1	$283K	Buy	+6,618	New	+$285K	0.11%	166

Other funds holding AVES

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

CIG

CCM Investment Group Northfield, Minnesota $946M AUM

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Balboa Wealth Partners's AVES Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Avantis Emerging Markets Value ETF (AVES) in Q4 2024, closing a stake of 4,890 shares — an estimated $255K sold.

Balboa Wealth Partners first reported a position in AVES in Q1 2023 and held it in 7 quarters. The position peaked at $283K in Q1 2023. 117 funds tracked by Wall St. Rank hold AVES as of Q4 2024.

Balboa Wealth Partners reported no remaining Avantis Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
Balboa Wealth Partners sold 4,890 Avantis Emerging Markets Value ETF shares in Q4 2024, an estimated $255K.
Balboa Wealth Partners first reported a position in Avantis Emerging Markets Value ETF in Q1 2023 and held it in 7 quarters.
Balboa Wealth Partners's Avantis Emerging Markets Value ETF position peaked at $283K in Q1 2023.
117 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.