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LAM Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

LAM Group’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 		$1.11M Buy
16,910
+550
+3% +$36K 0.55% 44
2026
Q1 		$981K Buy
16,360
+2,800
+21% +$174K 0.54% 46
2025
Q4 		$791K Buy
13,560
+3,215
+31% +$186K 0.45% 54
2025
Q3 		$593K Buy
10,345
+300
+3% +$16.7K 0.37% 56
2025
Q2 		$538K Buy
10,045
+3,085
+44% +$153K 0.36% 57
2025
Q1 		$328K Sell
6,960
-5,055
-42% -$237K 0.24% 67
2024
Q4 		$555K Sell
12,015
-5,240
-30% -$260K 0.4% 55
2024
Q3 		$900K Buy
17,255
+6,100
+55% +$300K 0.64% 41
2024
Q2 		$544K Sell
11,155
-1,110
-9% -$53.9K 0.46% 50
2024
Q1 		$581K Buy
12,265
+7,420
+153% +$341K 0.47% 51
2023
Q4 		$223K Buy
4,845
+1,175
+32% +$51.7K 0.2% 62
2023
Q3 		$159K Buy
3,670
+325
+10% +$14.4K 0.16% 60
2023
Q2 		$146K Buy
3,345
+180
+6% +$7.79K 0.14% 59
2023
Q1 		$135K Hold
3,165
– – 0.13% 59
2022
Q4 		$130K Buy
+3,165
New +$127K 0.13% 60

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

LAM Group's AVES Position: Q2 2026 in Review

LAM Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 3.4% in Q2 2026, buying an estimated $36K and bringing the position to 16,910 shares worth $1.11M. The position accounts for 0.55% of the portfolio, ranked #44.

LAM Group first reported a position in AVES in Q4 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • LAM Group held 16,910 shares of Avantis Emerging Markets Value ETF worth $1.11M as of Q2 2026.
  • LAM Group bought 550 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $36K.
  • Avantis Emerging Markets Value ETF made up 0.55% of LAM Group's portfolio in Q2 2026, its #44 holding.
  • LAM Group first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.