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Red Lighthouse Investment Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Red Lighthouse Investment 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
Q1 		$13.2M Buy
220,843
+2,116
+1% +$131K 4.47% 7
2025
Q4 		$12.8M Buy
218,727
+227
+0.1% +$13.1K 4.56% 7
2025
Q3 		$12.5M Buy
218,500
+722
+0.3% +$40.1K 4.38% 7
2025
Q2 		$11.7M Buy
217,778
+2,108
+1% +$104K 4.46% 7
2025
Q1 		$10.2M Sell
215,670
-1,998
-0.9% -$93.6K 4.17% 7
2024
Q4 		$10.1M Buy
217,668
+192
+0.1% +$9.53K 3.98% 7
2024
Q3 		$11.3M Buy
217,476
+1,806
+0.8% +$88.7K 4.43% 7
2024
Q2 		$10.5M Hold
215,670
– – 4.4% 7
2024
Q1 		$10.2M Buy
215,670
+3,163
+1% +$146K 4.11% 7
2023
Q4 		$9.77M Buy
212,507
+5,329
+3% +$235K 4.1% 7
2023
Q3 		$9M Sell
207,178
-599
-0.3% -$26.5K 4.24% 7
2023
Q2 		$9.07M Buy
207,777
+5,640
+3% +$244K 4.14% 7
2023
Q1 		$8.63M Sell
202,137
-599
-0.3% -$25.8K 4.17% 7
2022
Q4 		$8.31M Buy
+202,736
New +$8.15M 4.19% 7

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 $424B AUM 22.94% 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 $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Red Lighthouse Investment Management's AVES Position: Q1 2026 in Review

Red Lighthouse Investment Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.97% in Q1 2026, buying an estimated $131K and bringing the position to 220,843 shares worth $13.2M. The position accounts for 4.47% of the portfolio, ranked #7.

Red Lighthouse Investment Management first reported a position in AVES in Q4 2022 and has held it in 14 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Red Lighthouse Investment Management held 220,843 shares of Avantis Emerging Markets Value ETF worth $13.2M as of Q1 2026.
  • Red Lighthouse Investment Management bought 2,116 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $131K.
  • Avantis Emerging Markets Value ETF made up 4.47% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #7 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.