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

Bannerman Wealth Management Group’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	$6.26M	Buy	95,365 +4,348	+5%	+$285K	3.65%	7
2026 Q1	$5.46M	Buy	91,017 +5,753	+7%	+$357K	3.68%	8
2025 Q4	$4.97M	Buy	85,264 +1,716	+2%	+$99.3K	3.52%	8
2025 Q3	$4.79M	Buy	83,548 +1,881	+2%	+$105K	3.53%	8
2025 Q2	$4.37M	Buy	81,667 +2,080	+3%	+$103K	3.36%	8
2025 Q1	$3.75M	Buy	79,587 +6,514	+9%	+$305K	3.07%	9
2024 Q4	$3.38M	Buy	+73,073	New	+$3.63M	2.79%	9

Other funds holding AVES

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MWP

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

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BWP

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

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Bannerman Wealth Management Group's AVES Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 4.8% in Q2 2026, buying an estimated $285K and bringing the position to 95,365 shares worth $6.26M. The position accounts for 3.65% of the portfolio, ranked #7.

Bannerman Wealth Management Group first reported a position in AVES in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Bannerman Wealth Management Group held 95,365 shares of Avantis Emerging Markets Value ETF worth $6.26M as of Q2 2026.
Bannerman Wealth Management Group bought 4,348 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $285K.
Avantis Emerging Markets Value ETF made up 3.65% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #7 holding.
Bannerman Wealth Management Group first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.