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Mills Wealth Advisors’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Mills Wealth Advisors’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Buy
4,215
+148
+4% +$10.3K 0.09% 68
2026
Q1 		$258K Sell
4,067
-11,270
-73% -$736K 0.09% 65
2025
Q4 		$957K Sell
15,337
-698
-4% -$44.2K 0.38% 39
2025
Q3 		$1.03M Sell
16,035
-891
-5% -$55.6K 0.42% 36
2025
Q2 		$1.02M Buy
16,926
+487
+3% +$27K 0.47% 32
2025
Q1 		$863K Buy
16,439
+1,733
+12% +$92.4K 0.46% 34
2024
Q4 		$784K Buy
14,706
+2,069
+16% +$117K 0.45% 33
2024
Q3 		$744K Buy
12,637
+1,941
+18% +$108K 0.51% 29
2024
Q2 		$593K Buy
10,696
+2,027
+23% +$111K 0.42% 32
2024
Q1 		$459K Buy
+8,669
New +$450K 0.34% 35

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFC
Ares Financial Consulting Calabasas, California $139M AUM

Mills Wealth Advisors's AVEE Position: Q2 2026 in Review

Mills Wealth Advisors increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 3.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,215 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #68.

Mills Wealth Advisors first reported a position in AVEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2025. 10 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Mills Wealth Advisors held 4,215 shares of Avantis Emerging Markets Small Cap Equity ETF worth $292K as of Q2 2026.
  • Mills Wealth Advisors bought 148 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $10.3K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.09% of Mills Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Mills Wealth Advisors first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Mills Wealth Advisors's Avantis Emerging Markets Small Cap Equity ETF position peaked at $1.03M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.