Cypress Point Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Cypress Point Wealth Management’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 Q3	$1.54M	Buy	23,662 +7	+0%	+$455	0.16%	50
2026 Q2	$1.55M	Buy	23,655 +5	+0%	+$328	0.32%	47
2026 Q1	$1.42M	Sell	23,650 -550	-2%	-$34.2K	0.31%	43
2025 Q4	$1.41M	Sell	24,200 -637	-3%	-$36.9K	0.31%	41
2025 Q3	$1.42M	Sell	24,837 -800	-3%	-$44.5K	0.29%	40
2025 Q2	$1.37M	Sell	25,637 -2,033	-7%	-$101K	0.33%	39
2025 Q1	$1.3M	Sell	27,670 -1,306	-5%	-$61.2K	0.41%	37
2024 Q4	$1.34M	Buy	28,976 +1,952	+7%	+$96.9K	0.42%	39
2024 Q3	$1.41M	Buy	27,024 +65	+0.2%	+$3.19K	0.55%	37
2024 Q2	$1.31M	Buy	26,959 +93	+0.3%	+$4.52K	0.62%	37
2024 Q1	$1.27M	Buy	26,866 +9,975	+59%	+$459K	0.65%	38
2023 Q4	$777K	Buy	16,891 +11,324	+203%	+$499K	0.58%	35
2023 Q3	$242K	Buy	5,567 +790	+17%	+$34.9K	0.21%	46
2023 Q2	$209K	Buy	+4,777	New	+$207K	0.22%	40

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Red Lighthouse Investment Management New York $338M AUM 18.26% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Cypress Point Wealth Management's AVES Position: Q3 2026 in Review

Cypress Point Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.03% in Q3 2026, buying an estimated $455 and bringing the position to 23,662 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #50.

Cypress Point Wealth Management first reported a position in AVES in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q2 2026. 119 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Cypress Point Wealth Management held 23,662 shares of Avantis Emerging Markets Value ETF worth $1.54M as of Q3 2026.
Cypress Point Wealth Management bought 7 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $455.
Avantis Emerging Markets Value ETF made up 0.16% of Cypress Point Wealth Management's portfolio in Q3 2026, its #50 holding.
Cypress Point Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q2 2023 and has held it in 14 quarters since.
Cypress Point Wealth Management's Avantis Emerging Markets Value ETF position peaked at $1.55M in Q2 2026.
119 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.