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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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Meredith Wealth Planning's AVES Position: Q1 2026 in Review

Meredith Wealth Planning increased its Avantis Emerging Markets Value ETF (AVES) stake by 2% in Q1 2026, buying an estimated $351K and bringing the position to 285,808 shares worth $17.1M. The position accounts for 4.64% of the portfolio, ranked #7.

Meredith Wealth Planning first reported a position in AVES in Q4 2022 and has held it in 14 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Meredith Wealth Planning held 285,808 shares of Avantis Emerging Markets Value ETF worth $17.1M as of Q1 2026.
  • Meredith Wealth Planning bought 5,651 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $351K.
  • Avantis Emerging Markets Value ETF made up 4.64% of Meredith Wealth Planning's portfolio in Q1 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 14 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.