Jones Financial Companies
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Jones Financial Companies’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Jones Financial Companies’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 		$2.47M Buy
38,385
+6,194
+19% +$406K ﹤0.01% 1485
2026
Q1 		$1.89M Buy
32,191
+10,692
+50% +$664K ﹤0.01% 1453
2025
Q4 		$1.25M Buy
21,499
+4,256
+25% +$246K ﹤0.01% 1146
2025
Q3 		$974K Buy
17,243
+3,684
+27% +$205K ﹤0.01% 1144
2025
Q2 		$724K Sell
13,559
-10
-0.1% -$496 ﹤0.01% 1131
2025
Q1 		$643K Buy
13,569
+1,745
+15% +$81.8K ﹤0.01% 1026
2024
Q4 		$546K Buy
11,824
+2,258
+24% +$112K ﹤0.01% 962
2024
Q3 		$503K Buy
9,566
+4,017
+72% +$197K ﹤0.01% 817
2024
Q2 		$271K Buy
5,549
+5,509
+13,773% +$268K ﹤0.01% 739
2024
Q1 		$1.9K Buy
+40
New +$1.84K ﹤0.01% 1264

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

Jones Financial Companies's AVES Position: Q2 2026 in Review

Jones Financial Companies increased its Avantis Emerging Markets Value ETF (AVES) stake by 19% in Q2 2026, buying an estimated $406K and bringing the position to 38,385 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Jones Financial Companies first reported a position in AVES in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Jones Financial Companies held 38,385 shares of Avantis Emerging Markets Value ETF worth $2.47M as of Q2 2026.
  • Jones Financial Companies bought 6,194 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $406K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1485 holding.
  • Jones Financial Companies first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.