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 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	$9.97M	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	$9.62M	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

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

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

Meredith Wealth Planning's AVES Position: Q2 2026 in Review

Meredith Wealth Planning increased its Avantis Emerging Markets Value ETF (AVES) stake by 1.1% in Q2 2026, buying an estimated $214K and bringing the position to 289,074 shares worth $19M. The position accounts for 4.48% of the portfolio, ranked #7.

Meredith Wealth Planning 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.

Meredith Wealth Planning held 289,074 shares of Avantis Emerging Markets Value ETF worth $19M as of Q2 2026.
Meredith Wealth Planning bought 3,266 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $214K.
Avantis Emerging Markets Value ETF made up 4.48% of Meredith Wealth Planning's portfolio in Q2 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 15 quarters since.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.