Cambridge Investment Research Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Cambridge Investment Research Advisors’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	-15,896	Closed	-$829K	–	3472
2024 Q3	$829K	Buy	15,896 +9	+0.1%	+$442	﹤0.01%	2000
2024 Q2	$774K	Buy	15,887 +101	+0.6%	+$4.91K	﹤0.01%	1955
2024 Q1	$748K	Sell	15,786 -38	-0.2%	-$1.75K	﹤0.01%	1934
2023 Q4	$727K	Buy	15,824 +2,281	+17%	+$100K	﹤0.01%	1878
2023 Q3	$588K	Sell	13,543 -155	-1%	-$6.86K	﹤0.01%	1948
2023 Q2	$598K	Buy	13,698 +41	+0.3%	+$1.77K	﹤0.01%	1996
2023 Q1	$583K	Buy	13,657 +441	+3%	+$19K	﹤0.01%	1985
2022 Q4	$542K	Buy	13,216 +2,183	+20%	+$87.7K	﹤0.01%	1948
2022 Q3	$413K	Buy	11,033 +5,005	+83%	+$208K	﹤0.01%	2085
2022 Q2	$255K	Buy	+6,028	New	+$276K	﹤0.01%	2524

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 $424M AUM 27.01% 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

Cambridge Investment Research Advisors's AVES Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Avantis Emerging Markets Value ETF (AVES) in Q4 2024, closing a stake of 15,896 shares — an estimated $829K sold.

Cambridge Investment Research Advisors first reported a position in AVES in Q2 2022 and held it in 10 quarters. The position peaked at $829K in Q3 2024. 117 funds tracked by Wall St. Rank hold AVES as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining Avantis Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 15,896 Avantis Emerging Markets Value ETF shares in Q4 2024, an estimated $829K.
Cambridge Investment Research Advisors first reported a position in Avantis Emerging Markets Value ETF in Q2 2022 and held it in 10 quarters.
Cambridge Investment Research Advisors's Avantis Emerging Markets Value ETF position peaked at $829K in Q3 2024.
117 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.