CAIM
AVES icon

Catherine Avery Investment Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Catherine Avery Investment 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 		$15.2K Buy
+232
New +$15.2K 0.01% 105

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SP
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Catherine Avery Investment Management's AVES Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 232 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings.

184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Catherine Avery Investment Management held 232 shares of Avantis Emerging Markets Value ETF worth $15.2K as of Q2 2026.
  • Avantis Emerging Markets Value ETF was a new Catherine Avery Investment Management position in Q2 2026.
  • Avantis Emerging Markets Value ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #105 holding.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.