OFG
AVES icon

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

Orcam 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
Q1 		$242K Buy
4,042
+4
+0.1% +$248 0.17% 55
2025
Q4 		$235K Buy
4,038
+77
+2% +$4.46K 0.18% 54
2025
Q3 		$227K Hold
3,961
– – 0.18% 52
2025
Q2 		$212K Buy
+3,961
New +$196K 0.18% 47

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
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Orcam Financial Group's AVES Position: Q1 2026 in Review

Orcam Financial Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.1% in Q1 2026, buying an estimated $248 and bringing the position to 4,042 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #55.

Orcam Financial Group first reported a position in AVES in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Orcam Financial Group held 4,042 shares of Avantis Emerging Markets Value ETF worth $242K as of Q1 2026.
  • Orcam Financial Group bought 4 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $248.
  • Avantis Emerging Markets Value ETF made up 0.17% of Orcam Financial Group's portfolio in Q1 2026, its #55 holding.
  • Orcam Financial Group first reported a position in Avantis Emerging Markets Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.