MGW
AVES icon

MB Generational Wealth’s Avantis Emerging Markets Value ETF AVES Stock Holding History

MB Generational Wealth’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
Q1 		$4.28M Buy
71,397
+574
+0.8% +$35.7K 2.37% 11
2025
Q4 		$4.13M Buy
70,823
+4,704
+7% +$272K 2.19% 13
2025
Q3 		$3.79M Buy
+66,119
New +$3.67M 2.41% 10
2025
Q1 		$4.11M Buy
87,241
+216
+0.2% +$10.1K 3.07% 8
2024
Q4 		$4.02M Buy
87,025
+1,148
+1% +$57K 2.95% 8
2024
Q3 		$4.48M Sell
85,877
-516
-0.6% -$25.3K 3.22% 8
2024
Q2 		$4.21M Buy
86,393
+5,154
+6% +$250K 3.26% 8
2024
Q1 		$3.85M Buy
81,239
+16,630
+26% +$765K 3.02% 8
2023
Q4 		$2.97M Buy
+64,609
New +$2.84M 2.79% 9

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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

MB Generational Wealth's AVES Position: Q1 2026 in Review

MB Generational Wealth increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.81% in Q1 2026, buying an estimated $35.7K and bringing the position to 71,397 shares worth $4.28M. The position accounts for 2.37% of the portfolio, ranked #11.

MB Generational Wealth first reported a position in AVES in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.48M in Q3 2024. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • MB Generational Wealth held 71,397 shares of Avantis Emerging Markets Value ETF worth $4.28M as of Q1 2026.
  • MB Generational Wealth bought 574 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $35.7K.
  • Avantis Emerging Markets Value ETF made up 2.37% of MB Generational Wealth's portfolio in Q1 2026, its #11 holding.
  • MB Generational Wealth first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 9 quarters since.
  • MB Generational Wealth's Avantis Emerging Markets Value ETF position peaked at $4.48M in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.