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

Beaird Harris 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 		$3.37K Buy
+51
New +$3.34K ﹤0.01% 478
2026
Q1 		– Sell
-305
Closed -$17.8K – 691
2025
Q4 		$17.8K Hold
305
– – ﹤0.01% 350
2025
Q3 		$17.5K Hold
305
– – ﹤0.01% 342
2025
Q2 		$16.3K Hold
305
– – ﹤0.01% 345
2025
Q1 		$14.4K Hold
305
– – ﹤0.01% 335
2024
Q4 		$14.1K Hold
305
– – ﹤0.01% 332
2024
Q3 		$15.9K Hold
305
– – ﹤0.01% 305
2024
Q2 		$14.9K Hold
305
– – ﹤0.01% 330
2024
Q1 		$14.5K Sell
305
-720
-70% -$33.1K ﹤0.01% 304
2023
Q4 		$47.1K Buy
+1,025
New +$45.1K ﹤0.01% 191

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Beaird Harris Wealth Management's AVES Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 51 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in AVES as recently as Q4 2025.

Beaird Harris Wealth Management first reported a position in AVES in Q4 2023 and has held it in 10 quarters since. The position peaked at $47.1K in Q4 2023. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Beaird Harris Wealth Management held 51 shares of Avantis Emerging Markets Value ETF worth $3.37K as of Q2 2026.
  • Avantis Emerging Markets Value ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Beaird Harris Wealth Management's Avantis Emerging Markets Value ETF position peaked at $47.1K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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