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HB Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

HB Wealth 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
Q2 		$495K Sell
7,551
-1,260
-14% -$82.5K ﹤0.01% 1116
2026
Q1 		$529K Hold
8,811
– – ﹤0.01% 957
2025
Q4 		$514K Sell
8,811
-993
-10% -$57.4K ﹤0.01% 895
2025
Q3 		$563K Buy
9,804
+322
+3% +$17.9K ﹤0.01% 812
2025
Q2 		$508K Sell
9,482
-698
-7% -$34.6K ﹤0.01% 739
2025
Q1 		$480K Buy
+10,180
New +$477K ﹤0.01% 775

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

HB Wealth Management's AVES Position: Q2 2026 in Review

HB Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 14% in Q2 2026, selling an estimated $82.5K and leaving 7,551 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

HB Wealth Management first reported a position in AVES in Q1 2025 and has held it in 6 quarters since. The position peaked at $563K in Q3 2025. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • HB Wealth Management held 7,551 shares of Avantis Emerging Markets Value ETF worth $495K as of Q2 2026.
  • HB Wealth Management sold 1,260 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $82.5K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1116 holding.
  • HB Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Avantis Emerging Markets Value ETF position peaked at $563K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.