Enzi Wealth
AVES icon

Enzi Wealth’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Enzi Wealth’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 		$1.33M Sell
20,361
-220
-1% -$14.3K 0.4% 28
2026
Q2 		$1.32M Sell
20,581
-1,895
-8% -$124K 0.42% 27
2026
Q1 		$1.35M Sell
22,476
-2,698
-11% -$168K 0.47% 27
2025
Q4 		$1.54M Sell
25,174
-77,933
-76% -$4.51M 0.54% 27
2025
Q3 		$5.93M Buy
103,107
+315
+0.3% +$17.5K 2.09% 15
2025
Q2 		$5.54M Sell
102,792
-1,225
-1% -$60.7K 2.03% 15
2025
Q1 		$4.96M Buy
104,017
+4,021
+4% +$188K 2.01% 15
2024
Q4 		$4.62M Buy
99,996
+6,629
+7% +$329K 1.76% 16
2024
Q3 		$4.83M Buy
93,367
+7,341
+9% +$360K 1.89% 15
2024
Q2 		$4.29M Buy
86,026
+11,397
+15% +$554K 1.89% 14
2024
Q1 		$3.49M Buy
74,629
+23,102
+45% +$1.06M 1.64% 14
2023
Q4 		$2.32M Buy
+51,527
New +$2.27M 1.12% 15

Other funds holding AVES

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Bannerman Wealth Management Group
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Enzi Wealth's AVES Position: Q3 2026 in Review

Enzi Wealth reduced its Avantis Emerging Markets Value ETF (AVES) stake by 1.1% in Q3 2026, selling an estimated $14.3K and leaving 20,361 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #28.

Enzi Wealth first reported a position in AVES in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.93M in Q3 2025. 40 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

  • Enzi Wealth held 20,361 shares of Avantis Emerging Markets Value ETF worth $1.33M as of Q3 2026.
  • Enzi Wealth sold 220 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $14.3K.
  • Avantis Emerging Markets Value ETF made up 0.4% of Enzi Wealth's portfolio in Q3 2026, its #28 holding.
  • Enzi Wealth first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Enzi Wealth's Avantis Emerging Markets Value ETF position peaked at $5.93M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.