Golden Bell Financial Planning’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Golden Bell Financial Planning’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	$8.07M	Sell	134,484 -9,705	-7%	-$603K	6.43%	6
2025 Q4	$8.41M	Sell	144,189 -3,424	-2%	-$198K	7%	5
2025 Q3	$8.47M	Sell	147,613 -6,537	-4%	-$363K	7.36%	4
2025 Q2	$8.25M	Sell	154,150 -6,791	-4%	-$337K	7.77%	4
2025 Q1	$7.59M	Sell	160,941 -619	-0.4%	-$29K	7.37%	4
2024 Q4	$7.46M	Buy	+161,560	New	+$8.02M	7.5%	4

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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

Golden Bell Financial Planning's AVES Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Avantis Emerging Markets Value ETF (AVES) stake by 6.7% in Q1 2026, selling an estimated $603K and leaving 134,484 shares worth $8.07M. The position accounts for 6.43% of the portfolio, ranked #6.

Golden Bell Financial Planning first reported a position in AVES in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.47M in Q3 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Golden Bell Financial Planning held 134,484 shares of Avantis Emerging Markets Value ETF worth $8.07M as of Q1 2026.
Golden Bell Financial Planning sold 9,705 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $603K.
Avantis Emerging Markets Value ETF made up 6.43% of Golden Bell Financial Planning's portfolio in Q1 2026, its #6 holding.
Golden Bell Financial Planning first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Avantis Emerging Markets Value ETF position peaked at $8.47M in Q3 2025.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.