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Forum Financial Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Forum Financial Management’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
Q1 		$875K Sell
14,596
-600
-4% -$37.3K 0.01% 136
2025
Q4 		$886K Hold
15,196
– – 0.01% 274
2025
Q3 		$872K Hold
15,196
– – 0.01% 270
2025
Q2 		$814K Hold
15,196
– – 0.01% 252
2025
Q1 		$717K Buy
+15,196
New +$712K 0.01% 267

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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Forum Financial Management's AVES Position: Q1 2026 in Review

Forum Financial Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 3.9% in Q1 2026, selling an estimated $37.3K and leaving 14,596 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #136.

Forum Financial Management first reported a position in AVES in Q1 2025 and has held it in 5 quarters since. The position peaked at $886K in Q4 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Forum Financial Management held 14,596 shares of Avantis Emerging Markets Value ETF worth $875K as of Q1 2026.
  • Forum Financial Management sold 600 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $37.3K.
  • Avantis Emerging Markets Value ETF made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #136 holding.
  • Forum Financial Management first reported a position in Avantis Emerging Markets Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Forum Financial Management's Avantis Emerging Markets Value ETF position peaked at $886K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.