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

American Century Companies

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

Timonier Family Office Winston Salem, North Carolina $354M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Evanson Financial's AVEE Position: Q2 2026 in Review

Evanson Financial opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q2 2026: 2,936 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

Evanson Financial held 2,936 shares of Avantis Emerging Markets Small Cap Equity ETF worth $204K as of Q2 2026.
Avantis Emerging Markets Small Cap Equity ETF was a new Evanson Financial position in Q2 2026.
Avantis Emerging Markets Small Cap Equity ETF made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #317 holding.
30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.