Parkshore Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Parkshore Wealth Management’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 Q3	$2.53M	Sell	38,791 -9,323	-19%	-$606K	0.64%	19
2026 Q2	$3.16M	Sell	48,114 -3,108	-6%	-$204K	0.91%	18
2026 Q1	$3.07M	Sell	51,222 -181	-0.4%	-$11.2K	1.03%	16
2025 Q4	$3M	Sell	51,403 -82	-0.2%	-$4.74K	1.13%	17
2025 Q3	$2.95M	Buy	51,485 +1,336	+3%	+$74.3K	1.2%	17
2025 Q2	$2.69M	Sell	50,149 -15,051	-23%	-$746K	1.31%	17
2025 Q1	$3.07M	Sell	65,200 -6,118	-9%	-$287K	1.79%	15
2024 Q4	$3.29M	Buy	+71,318	New	+$3.54M	1.98%	14

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Parkshore Wealth Management's AVES Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 19% in Q3 2026, selling an estimated $606K and leaving 38,791 shares worth $2.53M. The position accounts for 0.64% of the portfolio, ranked #19.

Parkshore Wealth Management first reported a position in AVES in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.29M in Q4 2024. 60 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Parkshore Wealth Management held 38,791 shares of Avantis Emerging Markets Value ETF worth $2.53M as of Q3 2026.
Parkshore Wealth Management sold 9,323 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $606K.
Avantis Emerging Markets Value ETF made up 0.64% of Parkshore Wealth Management's portfolio in Q3 2026, its #19 holding.
Parkshore Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Avantis Emerging Markets Value ETF position peaked at $3.29M in Q4 2024.
60 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.