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

BSW 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
2026
Q2 		$12.2M Sell
186,691
-5,834
-3% -$382K 1.36% 14
2026
Q1 		$11.5M Sell
192,525
-643
-0.3% -$39.9K 1.41% 14
2025
Q4 		$11.3M Sell
193,168
-7,209
-4% -$417K 1.35% 15
2025
Q3 		$11.5M Buy
200,377
+6,290
+3% +$350K 1.43% 14
2025
Q2 		$10.4M Buy
194,087
+10,989
+6% +$545K 1.42% 14
2025
Q1 		$8.63M Buy
183,098
+1,936
+1% +$90.7K 1.31% 14
2024
Q4 		$8.37M Sell
181,162
-3,501
-2% -$174K 1.23% 16
2024
Q3 		$9.63M Buy
184,663
+7,154
+4% +$351K 1.44% 14
2024
Q2 		$8.65M Buy
177,509
+56,013
+46% +$2.72M 1.42% 14
2024
Q1 		$5.76M Buy
121,496
+116,061
+2,135% +$5.34M 0.98% 23
2023
Q4 		$250K Buy
+5,435
New +$239K 0.05% 228

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
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
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

BSW Wealth Partners's AVES Position: Q2 2026 in Review

BSW Wealth Partners reduced its Avantis Emerging Markets Value ETF (AVES) stake by 3% in Q2 2026, selling an estimated $382K and leaving 186,691 shares worth $12.2M. The position accounts for 1.36% of the portfolio, ranked #14.

BSW Wealth Partners first reported a position in AVES in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • BSW Wealth Partners held 186,691 shares of Avantis Emerging Markets Value ETF worth $12.2M as of Q2 2026.
  • BSW Wealth Partners sold 5,834 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $382K.
  • Avantis Emerging Markets Value ETF made up 1.36% of BSW Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • BSW Wealth Partners first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.