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Merit Financial Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Merit Financial Group’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 		$688K Buy
10,481
+110
+1% +$7.21K ﹤0.01% 1304
2026
Q1 		$622K Buy
+10,371
New +$644K ﹤0.01% 1239

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SP
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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFP
ATLas Financial Planning Alpharetta, Georgia $123M AUM
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

Merit Financial Group's AVES Position: Q2 2026 in Review

Merit Financial Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 1.1% in Q2 2026, buying an estimated $7.21K and bringing the position to 10,481 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Merit Financial Group first reported a position in AVES in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Merit Financial Group held 10,481 shares of Avantis Emerging Markets Value ETF worth $688K as of Q2 2026.
  • Merit Financial Group bought 110 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $7.21K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1304 holding.
  • Merit Financial Group first reported a position in Avantis Emerging Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.