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Pathstone Family Office’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Pathstone Family Office’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
2023
Q3 		$6.12M Buy
264,057
+147,085
+126% +$6.5M 0.05% 235
2023
Q2 		$5.11M Buy
+116,972
New +$5.06M 0.07% 166

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Pathstone Family Office's AVES Position: Q3 2023 in Review

Pathstone Family Office increased its Avantis Emerging Markets Value ETF (AVES) stake by 126% in Q3 2023, buying an estimated $6.5M and bringing the position to 264,057 shares worth $6.12M. The position accounts for 0.05% of the portfolio, ranked #235.

Pathstone Family Office first reported a position in AVES in Q2 2023 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold AVES as of Q3 2023.

  • Pathstone Family Office held 264,057 shares of Avantis Emerging Markets Value ETF worth $6.12M as of Q3 2023.
  • Pathstone Family Office bought 147,085 Avantis Emerging Markets Value ETF shares in Q3 2023, an estimated $6.5M.
  • Avantis Emerging Markets Value ETF made up 0.05% of Pathstone Family Office's portfolio in Q3 2023, its #235 holding.
  • Pathstone Family Office first reported a position in Avantis Emerging Markets Value ETF in Q2 2023 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.