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Integrated Wealth Concepts’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Integrated Wealth Concepts’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 		$40.7K Buy
+587
New +$40.9K ﹤0.01% 3529

Other funds holding AVEE

American Century Companies
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
TFO
Timonier Family Office Winston Salem, North Carolina $354M AUM
Jane Street
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

Integrated Wealth Concepts's AVEE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q2 2026: 587 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #3529 among its holdings.

30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Integrated Wealth Concepts held 587 shares of Avantis Emerging Markets Small Cap Equity ETF worth $40.7K as of Q2 2026.
  • Avantis Emerging Markets Small Cap Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Avantis Emerging Markets Small Cap Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3529 holding.
  • 30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.