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

EverSource Wealth Advisors’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 		– Sell
-1,075
Closed -$64.5K – 4402
2026
Q1 		$64.5K Buy
1,075
+967
+895% +$60.1K ﹤0.01% 1716
2025
Q4 		$6.3K Buy
+108
New +$6.25K ﹤0.01% 3015

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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 $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

EverSource Wealth Advisors's AVES Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2026, closing a stake of 1,075 shares — an estimated $64.5K sold.

EverSource Wealth Advisors first reported a position in AVES in Q4 2025 and held it in 2 quarters. The position peaked at $64.5K in Q1 2026. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,075 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $64.5K.
  • EverSource Wealth Advisors first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Avantis Emerging Markets Value ETF position peaked at $64.5K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.