Life Planning Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Life Planning Partners’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	–	Sell	-4,130	Closed	-$248K	–	72
2026 Q1	$248K	Hold	4,130	–	–	0.19%	63
2025 Q4	$241K	Hold	4,130	–	–	0.18%	62
2025 Q3	$237K	Hold	4,130	–	–	0.17%	65
2025 Q2	$221K	Buy	+4,130	New	+$205K	0.18%	64
2024 Q4	–	Sell	-4,130	Closed	-$215K	–	60
2024 Q3	$215K	Hold	4,130	–	–	0.19%	59
2024 Q2	$201K	Buy	+4,130	New	+$201K	0.18%	60
2024 Q1	–	Sell	-5,173	Closed	-$238K	–	77
2023 Q4	$238K	Buy	+5,173	New	+$228K	0.23%	53
2022 Q3	$144K	Buy	3,845 +1,135	+42%	+$47.1K	0.16%	58
2022 Q2	$114K	Buy	2,710 +1,730	+177%	+$79.3K	0.13%	58
2022 Q1	$49K	Buy	+980	New	+$48.8K	0.05%	90

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Life Planning Partners's AVES Position: Q2 2026 in Review

Life Planning Partners sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2026, closing a stake of 4,130 shares — an estimated $248K sold.

Life Planning Partners first reported a position in AVES in Q1 2022 and held it in 10 quarters. The position peaked at $248K in Q1 2026. 97 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Life Planning Partners reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
Life Planning Partners sold 4,130 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $248K.
Life Planning Partners first reported a position in Avantis Emerging Markets Value ETF in Q1 2022 and held it in 10 quarters.
Life Planning Partners's Avantis Emerging Markets Value ETF position peaked at $248K in Q1 2026.
97 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.