Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-4,989
Closed -$230K – 1549
2024
Q4 		$230K Buy
4,989
+175
+4% +$8.69K ﹤0.01% 1624
2024
Q3 		$251K Buy
+4,814
New +$236K ﹤0.01% 1529

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Portfolio Solutions's AVES Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2025, closing a stake of 4,989 shares — an estimated $230K sold.

Envestnet Portfolio Solutions first reported a position in AVES in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVES as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,989 Avantis Emerging Markets Value ETF shares in Q1 2025, an estimated $230K.
  • Envestnet Portfolio Solutions first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Avantis Emerging Markets Value ETF position peaked at $251K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.