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Cypress Point Wealth Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Cypress Point Wealth Management’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 		$1.29M Buy
18,648
+1,251
+7% +$87.2K 0.26% 50
2026
Q1 		$1.1M Buy
17,397
+3,932
+29% +$257K 0.24% 48
2025
Q4 		$840K Buy
13,465
+4,352
+48% +$275K 0.18% 51
2025
Q3 		$584K Buy
9,113
+518
+6% +$32.3K 0.12% 53
2025
Q2 		$518K Sell
8,595
-1,131
-12% -$62.6K 0.13% 54
2025
Q1 		$511K Buy
9,726
+2,184
+29% +$116K 0.16% 51
2024
Q4 		$402K Buy
7,542
+1,013
+16% +$57.1K 0.13% 55
2024
Q3 		$384K Buy
6,529
+175
+3% +$9.74K 0.15% 60
2024
Q2 		$352K Buy
6,354
+1,348
+27% +$73.9K 0.17% 61
2024
Q1 		$265K Buy
+5,006
New +$260K 0.14% 65

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFC
Ares Financial Consulting Calabasas, California $139M AUM

Cypress Point Wealth Management's AVEE Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 7.2% in Q2 2026, buying an estimated $87.2K and bringing the position to 18,648 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #50.

Cypress Point Wealth Management first reported a position in AVEE in Q1 2024 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Cypress Point Wealth Management held 18,648 shares of Avantis Emerging Markets Small Cap Equity ETF worth $1.29M as of Q2 2026.
  • Cypress Point Wealth Management bought 1,251 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $87.2K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.26% of Cypress Point Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Cypress Point Wealth Management first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 11 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.