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Clearstead Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Clearstead 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
2026
Q2 		$340K Buy
5,188
+35
+0.7% +$2.29K ﹤0.01% 888
2026
Q1 		$309K Buy
+5,153
New +$320K ﹤0.01% 847

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

Clearstead Advisors's AVES Position: Q2 2026 in Review

Clearstead Advisors increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.68% in Q2 2026, buying an estimated $2.29K and bringing the position to 5,188 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Clearstead Advisors first reported a position in AVES in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Clearstead Advisors held 5,188 shares of Avantis Emerging Markets Value ETF worth $340K as of Q2 2026.
  • Clearstead Advisors bought 35 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $2.29K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #888 holding.
  • Clearstead Advisors first reported a position in Avantis Emerging Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.