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CCM Investment Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

CCM Investment Group’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
2025
Q1 		$37.8M Buy
796,318
+42,766
+6% +$2M 3.99% 7
2024
Q4 		$34.9M Buy
+753,552
New +$37.4M 3.8% 7

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

CCM Investment Group's AVES Position: Q1 2025 in Review

CCM Investment Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 5.7% in Q1 2025, buying an estimated $2M and bringing the position to 796,318 shares worth $37.8M. The position accounts for 3.99% of the portfolio, ranked #7.

CCM Investment Group first reported a position in AVES in Q4 2024 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold AVES as of Q1 2025.

  • CCM Investment Group held 796,318 shares of Avantis Emerging Markets Value ETF worth $37.8M as of Q1 2025.
  • CCM Investment Group bought 42,766 Avantis Emerging Markets Value ETF shares in Q1 2025, an estimated $2M.
  • Avantis Emerging Markets Value ETF made up 3.99% of CCM Investment Group's portfolio in Q1 2025, its #7 holding.
  • CCM Investment Group first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.