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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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

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

Cypress Point Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.02% in Q2 2026, buying an estimated $328 and bringing the position to 23,655 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #47.

Cypress Point Wealth Management first reported a position in AVES in Q2 2023 and has held it in 13 quarters since. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Cypress Point Wealth Management held 23,655 shares of Avantis Emerging Markets Value ETF worth $1.55M as of Q2 2026.
  • Cypress Point Wealth Management bought 5 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $328.
  • Avantis Emerging Markets Value ETF made up 0.32% of Cypress Point Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Cypress Point Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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