M Wealth Management LLC’s Avantis Emerging Markets Value ETF AVES Stock Holding History

M Wealth Management LLC’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	$820K	Buy	+12,500	New	+$819K	0.64%	24

Other funds holding AVES

SEIA

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

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

M Wealth Management LLC's AVES Position: Q2 2026 in Review

M Wealth Management LLC opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q2 2026: 12,500 shares worth $820K. The stake represents 0.64% of the portfolio and ranks #24 among its holdings.

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

M Wealth Management LLC held 12,500 shares of Avantis Emerging Markets Value ETF worth $820K as of Q2 2026.
Avantis Emerging Markets Value ETF was a new M Wealth Management LLC position in Q2 2026.
Avantis Emerging Markets Value ETF made up 0.64% of M Wealth Management LLC's portfolio in Q2 2026, its #24 holding.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.