Rockefeller Capital Management
AVES icon

Rockefeller Capital Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Rockefeller Capital 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 		$346K Sell
5,270
-234
-4% -$15.3K ﹤0.01% 2281
2026
Q1 		$330K Hold
5,504
– – ﹤0.01% 2208
2025
Q4 		$321K Hold
5,504
– – ﹤0.01% 2123
2025
Q3 		$316K Buy
+5,504
New +$306K ﹤0.01% 1994

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 $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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 $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Rockefeller Capital Management's AVES Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 4.3% in Q2 2026, selling an estimated $15.3K and leaving 5,270 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Rockefeller Capital Management first reported a position in AVES in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Rockefeller Capital Management held 5,270 shares of Avantis Emerging Markets Value ETF worth $346K as of Q2 2026.
  • Rockefeller Capital Management sold 234 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $15.3K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2281 holding.
  • Rockefeller Capital Management first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.