Index Fund Advisors
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Index Fund Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Index Fund Advisors’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
2023
Q2 		– Sell
-5,010
Closed -$214K – 86
2023
Q1 		$214K Buy
+5,010
New +$216K 0.01% 87

Other funds holding AVES

Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.65% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Red Lighthouse Investment Management
Red Lighthouse Investment Management New York $338M AUM 18.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Pathstone Family Office
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Index Fund Advisors's AVES Position: Q2 2023 in Review

Index Fund Advisors sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2023, closing a stake of 5,010 shares — an estimated $214K sold.

Index Fund Advisors first reported a position in AVES in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 61 funds tracked by Wall St. Rank hold AVES as of Q2 2023.

  • Index Fund Advisors reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2023 after selling out during the quarter.
  • Index Fund Advisors sold 5,010 Avantis Emerging Markets Value ETF shares in Q2 2023, an estimated $214K.
  • Index Fund Advisors first reported a position in Avantis Emerging Markets Value ETF in Q1 2023 and held it in 1 quarter.
  • Index Fund Advisors's Avantis Emerging Markets Value ETF position peaked at $214K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2023.

Based on Index Fund Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.