IWC
AVES icon

Integrated Wealth Concepts’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Integrated Wealth Concepts’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 		$8.4K Buy
+128
New +$8.39K ﹤0.01% 4668

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

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

Integrated Wealth Concepts opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 128 shares worth $8.4K. The stake represents ﹤0.01% of the portfolio and ranks #4668 among its holdings.

184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Integrated Wealth Concepts held 128 shares of Avantis Emerging Markets Value ETF worth $8.4K as of Q2 2026.
  • Avantis Emerging Markets Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4668 holding.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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