Bank of Montreal
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Bank of Montreal’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Bank of Montreal’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 		$260K Buy
4,332
+1,370
+46% +$85.1K ﹤0.01% 2770
2025
Q4 		$173K Buy
2,962
+763
+35% +$44.1K ﹤0.01% 2894
2025
Q3 		$126K Buy
2,199
+370
+20% +$20.6K ﹤0.01% 2908
2025
Q2 		$97.9K Buy
1,829
+97
+6% +$4.81K ﹤0.01% 2989
2025
Q1 		$81.7K Buy
1,732
+1,132
+189% +$53K ﹤0.01% 2962
2024
Q4 		$27.7K Buy
600
+25
+4% +$1.24K ﹤0.01% 3212
2024
Q3 		$30.2K Hold
575
– – ﹤0.01% 3513
2024
Q2 		$28.5K Buy
+575
New +$27.9K ﹤0.01% 3533

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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Bank of Montreal's AVES Position: Q1 2026 in Review

Bank of Montreal increased its Avantis Emerging Markets Value ETF (AVES) stake by 46% in Q1 2026, buying an estimated $85.1K and bringing the position to 4,332 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Bank of Montreal first reported a position in AVES in Q2 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Bank of Montreal held 4,332 shares of Avantis Emerging Markets Value ETF worth $260K as of Q1 2026.
  • Bank of Montreal bought 1,370 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $85.1K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2770 holding.
  • Bank of Montreal first reported a position in Avantis Emerging Markets Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.