Index Fund Advisors’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Index Fund 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	$10.8M	Buy	155,463 +18,803	+14%	+$1.31M	0.43%	21
2026 Q1	$8.67M	Buy	136,660 +29,303	+27%	+$1.91M	0.39%	21
2025 Q4	$6.7M	Buy	107,357 +19,226	+22%	+$1.22M	0.31%	22
2025 Q3	$5.65M	Buy	88,131 +16,125	+22%	+$1.01M	0.27%	25
2025 Q2	$4.34M	Buy	72,006 +40,457	+128%	+$2.24M	0.24%	21
2025 Q1	$1.66M	Buy	31,549 +26,057	+474%	+$1.39M	0.1%	27
2024 Q4	$293K	Buy	5,492 +1,362	+33%	+$76.7K	0.02%	82
2024 Q3	$243K	Buy	+4,130	New	+$230K	0.01%	94

Other funds holding AVEE

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

TFO

Timonier Family Office Winston Salem, North Carolina $354M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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

Index Fund Advisors's AVEE Position: Q2 2026 in Review

Index Fund Advisors increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 14% in Q2 2026, buying an estimated $1.31M and bringing the position to 155,463 shares worth $10.8M. The position accounts for 0.43% of the portfolio, ranked #21.

Index Fund Advisors first reported a position in AVEE in Q3 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

Index Fund Advisors held 155,463 shares of Avantis Emerging Markets Small Cap Equity ETF worth $10.8M as of Q2 2026.
Index Fund Advisors bought 18,803 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $1.31M.
Avantis Emerging Markets Small Cap Equity ETF made up 0.43% of Index Fund Advisors's portfolio in Q2 2026, its #21 holding.
Index Fund Advisors first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.