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Haven Private’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Haven Private’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 		$705K Buy
11,747
+2,862
+32% +$178K 0.31% 74
2025
Q4 		$518K Buy
+8,885
New +$514K 0.23% 97

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

Haven Private's AVES Position: Q1 2026 in Review

Haven Private increased its Avantis Emerging Markets Value ETF (AVES) stake by 32% in Q1 2026, buying an estimated $178K and bringing the position to 11,747 shares worth $705K. The position accounts for 0.31% of the portfolio, ranked #74.

Haven Private first reported a position in AVES in Q4 2025 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Haven Private held 11,747 shares of Avantis Emerging Markets Value ETF worth $705K as of Q1 2026.
  • Haven Private bought 2,862 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $178K.
  • Avantis Emerging Markets Value ETF made up 0.31% of Haven Private's portfolio in Q1 2026, its #74 holding.
  • Haven Private first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.