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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Parkshore Wealth Management's AVES Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 6.1% in Q2 2026, selling an estimated $204K and leaving 48,114 shares worth $3.16M. The position accounts for 0.91% of the portfolio, ranked #18.

Parkshore Wealth Management first reported a position in AVES in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q4 2024. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Parkshore Wealth Management held 48,114 shares of Avantis Emerging Markets Value ETF worth $3.16M as of Q2 2026.
Parkshore Wealth Management sold 3,108 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $204K.
Avantis Emerging Markets Value ETF made up 0.91% of Parkshore Wealth Management's portfolio in Q2 2026, its #18 holding.
Parkshore Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
Parkshore Wealth Management's Avantis Emerging Markets Value ETF position peaked at $3.29M in Q4 2024.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.