Cascade Financial Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Cascade Financial 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 Q1	$6.52M	Buy	108,720 +21,263	+24%	+$1.32M	0.67%	33
2025 Q4	$5.1M	Buy	87,457 +8,694	+11%	+$503K	0.52%	43
2025 Q3	$4.52M	Buy	78,763 +659	+0.8%	+$36.6K	0.52%	41
2025 Q2	$4.18M	Buy	78,104 +1,964	+3%	+$97.3K	0.5%	40
2025 Q1	$3.59M	Buy	76,140 +19,642	+35%	+$920K	0.45%	46
2024 Q4	$2.61M	Buy	56,498 +2,734	+5%	+$136K	0.34%	56
2024 Q3	$2.74M	Buy	53,764 +4,300	+9%	+$211K	0.34%	53
2024 Q2	$2.41M	Buy	49,464 +14,355	+41%	+$698K	0.32%	56
2024 Q1	$1.65M	Buy	+35,109	New	+$1.62M	0.24%	67

Other funds holding AVES

SEIA

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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

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

Cascade Financial Partners's AVES Position: Q1 2026 in Review

Cascade Financial Partners increased its Avantis Emerging Markets Value ETF (AVES) stake by 24% in Q1 2026, buying an estimated $1.32M and bringing the position to 108,720 shares worth $6.52M. The position accounts for 0.67% of the portfolio, ranked #33.

Cascade Financial Partners first reported a position in AVES in Q1 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Cascade Financial Partners held 108,720 shares of Avantis Emerging Markets Value ETF worth $6.52M as of Q1 2026.
Cascade Financial Partners bought 21,263 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $1.32M.
Avantis Emerging Markets Value ETF made up 0.67% of Cascade Financial Partners's portfolio in Q1 2026, its #33 holding.
Cascade Financial Partners first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.