Meredith Wealth Planning’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Meredith Wealth Planning’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 Q3	$18.9M	Buy	290,287 +1,213	+0.4%	+$78.8K	4.72%	7
2026 Q2	$19M	Buy	289,074 +3,266	+1%	+$214K	4.48%	7
2026 Q1	$17.1M	Buy	285,808 +5,651	+2%	+$351K	4.64%	7
2025 Q4	$16.3M	Buy	280,157 +1,802	+0.6%	+$104K	4.86%	7
2025 Q3	$16M	Buy	278,355 +6,914	+3%	+$384K	5.06%	6
2025 Q2	$14.5M	Buy	271,441 +35,187	+15%	+$1.74M	5.28%	6
2025 Q1	$11.1M	Buy	236,254 +6,810	+3%	+$319K	4.91%	7
2024 Q4	$10.6M	Buy	229,444 +11,863	+5%	+$589K	4.72%	6
2024 Q3	$11.3M	Buy	217,581 +4,379	+2%	+$215K	5.41%	6
2024 Q2	$10.4M	Buy	213,202 +2,844	+1%	+$138K	5.45%	6
2024 Q1	$10M	Buy	210,358 +6,963	+3%	+$320K	5.56%	6
2023 Q4	$9.35M	Sell	203,395 -33,919	-14%	-$1.49M	5.81%	6
2023 Q3	$10.3M	Buy	237,314 +16,935	+8%	+$749K	7.66%	4
2023 Q2	$9.6M	Buy	220,379 +8,803	+4%	+$381K	7.83%	4
2023 Q1	$9.03M	Buy	211,576 +23,977	+13%	+$1.03M	7.27%	5
2022 Q4	$7.69M	Buy	+187,599	New	+$7.54M	6.62%	5

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Meredith Wealth Planning's AVES Position: Q3 2026 in Review

Meredith Wealth Planning increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.42% in Q3 2026, buying an estimated $78.8K and bringing the position to 290,287 shares worth $18.9M. The position accounts for 4.72% of the portfolio, ranked #7.

Meredith Wealth Planning first reported a position in AVES in Q4 2022 and has held it in 16 quarters since. The position peaked at $19M in Q2 2026. 30 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Meredith Wealth Planning held 290,287 shares of Avantis Emerging Markets Value ETF worth $18.9M as of Q3 2026.
Meredith Wealth Planning bought 1,213 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $78.8K.
Avantis Emerging Markets Value ETF made up 4.72% of Meredith Wealth Planning's portfolio in Q3 2026, its #7 holding.
Meredith Wealth Planning first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
Meredith Wealth Planning's Avantis Emerging Markets Value ETF position peaked at $19M in Q2 2026.
30 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.