Physician Wealth Solutions’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Physician Wealth Solutions’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	$261K	Hold	3,977	–	–	0.1%	43
2026 Q1	$239K	Hold	3,977	–	–	0.1%	43
2025 Q4	$232K	Hold	3,977	–	–	0.1%	45
2025 Q3	$228K	Sell	3,977 -382	-9%	-$21.2K	0.1%	46
2025 Q2	$233K	Buy	+4,359	New	+$216K	0.11%	43

Other funds holding AVES

SEIA

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Physician Wealth Solutions's AVES Position: Q2 2026 in Review

Physician Wealth Solutions held its Avantis Emerging Markets Value ETF (AVES) position steady in Q2 2026 at 3,977 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #43.

Physician Wealth Solutions first reported a position in AVES in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Physician Wealth Solutions held 3,977 shares of Avantis Emerging Markets Value ETF worth $261K as of Q2 2026.
Physician Wealth Solutions left its Avantis Emerging Markets Value ETF share count unchanged in Q2 2026.
Avantis Emerging Markets Value ETF made up 0.1% of Physician Wealth Solutions's portfolio in Q2 2026, its #43 holding.
Physician Wealth Solutions first reported a position in Avantis Emerging Markets Value ETF in Q2 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.