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Cornerstone Wealth Partners’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Cornerstone Wealth Partners’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.75M Buy
126,209
+14,926
+13% +$1.04M 4.07% 8
2026
Q1 		$7.06M Buy
111,283
+19,118
+21% +$1.25M 4% 8
2025
Q4 		$5.75M Buy
+92,165
New +$5.83M 3.99% 8

Other funds holding AVEE

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
TFO
Timonier Family Office Winston Salem, North Carolina $354M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Cornerstone Wealth Partners's AVEE Position: Q2 2026 in Review

Cornerstone Wealth Partners increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 13% in Q2 2026, buying an estimated $1.04M and bringing the position to 126,209 shares worth $8.75M. The position accounts for 4.07% of the portfolio, ranked #8.

Cornerstone Wealth Partners first reported a position in AVEE in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Cornerstone Wealth Partners held 126,209 shares of Avantis Emerging Markets Small Cap Equity ETF worth $8.75M as of Q2 2026.
  • Cornerstone Wealth Partners bought 14,926 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $1.04M.
  • Avantis Emerging Markets Small Cap Equity ETF made up 4.07% of Cornerstone Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Cornerstone Wealth Partners first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.