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 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 $194B AUM 35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Index Fund Advisors's AVEE Position: Q1 2026 in Review

Index Fund Advisors increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 27% in Q1 2026, buying an estimated $1.91M and bringing the position to 136,660 shares worth $8.67M. The position accounts for 0.39% of the portfolio, ranked #21.

Index Fund Advisors first reported a position in AVEE in Q3 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

Index Fund Advisors held 136,660 shares of Avantis Emerging Markets Small Cap Equity ETF worth $8.67M as of Q1 2026.
Index Fund Advisors bought 29,303 Avantis Emerging Markets Small Cap Equity ETF shares in Q1 2026, an estimated $1.91M.
Avantis Emerging Markets Small Cap Equity ETF made up 0.39% of Index Fund Advisors's portfolio in Q1 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 7 quarters since.
28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.