FFA
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Farther Finance Advisors’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Farther Finance Advisors’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 		– Sell
-208
Closed -$13.3K – 5987
2026
Q1 		$13.3K Hold
208
– – ﹤0.01% 3928
2025
Q4 		$13K Buy
+208
New +$13.2K ﹤0.01% 3737

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KCWM
Kane Co Wealth Management Johnston, Iowa $132M AUM
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Farther Finance Advisors's AVEE Position: Q2 2026 in Review

Farther Finance Advisors sold out of Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q2 2026, closing a stake of 208 shares — an estimated $13.3K sold.

Farther Finance Advisors first reported a position in AVEE in Q4 2025 and held it in 2 quarters. The position peaked at $13.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Farther Finance Advisors reported no remaining Avantis Emerging Markets Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 208 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $13.3K.
  • Farther Finance Advisors first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and held it in 2 quarters.
  • Farther Finance Advisors's Avantis Emerging Markets Small Cap Equity ETF position peaked at $13.3K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.