CVA Family Office’s Avantis Emerging Markets Value ETF AVES Stock Holding History

CVA Family Office’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
2024 Q2	–	Sell	-900	Closed	-$42.7K	–	1278
2024 Q1	$42.7K	Hold	900	–	–	0.01%	517
2023 Q4	$41.4K	Buy	+900	New	+$39.6K	0.01%	508
2023 Q3	–	Sell	-900	Closed	-$39.3K	–	284
2023 Q2	$39.3K	Hold	900	–	–	0.01%	499
2023 Q1	$38.4K	Hold	900	–	–	0.01%	485
2022 Q4	$36.9K	Hold	900	–	–	0.01%	463
2022 Q3	$34K	Buy	+900	New	+$37.3K	0.01%	440

Other funds holding AVES

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CVA Family Office's AVES Position: Q2 2024 in Review

CVA Family Office sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2024, closing a stake of 900 shares — an estimated $42.7K sold.

CVA Family Office first reported a position in AVES in Q3 2022 and held it in 6 quarters. The position peaked at $42.7K in Q1 2024. 94 funds tracked by Wall St. Rank hold AVES as of Q2 2024.

CVA Family Office reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2024 after selling out during the quarter.
CVA Family Office sold 900 Avantis Emerging Markets Value ETF shares in Q2 2024, an estimated $42.7K.
CVA Family Office first reported a position in Avantis Emerging Markets Value ETF in Q3 2022 and held it in 6 quarters.
CVA Family Office's Avantis Emerging Markets Value ETF position peaked at $42.7K in Q1 2024.
94 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2024.

Based on CVA Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.