EF
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Evanson Financial’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Evanson Financial’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 		$204K Buy
+2,936
New +$205K 0.01% 317

Other funds holding AVEE

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM