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Rothschild Investment LLC’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Rothschild Investment LLC’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 		$5.76K Buy
88
+1
+1% +$66 ﹤0.01% 2198
2026
Q1 		$5.23K Buy
87
+25
+40% +$1.55K ﹤0.01% 2031
2025
Q4 		$3.62K Buy
62
+1
+2% +$58 ﹤0.01% 2056
2025
Q3 		$3.5K Hold
61
– – ﹤0.01% 1891
2025
Q2 		$3.26K Buy
61
+1
+2% +$50 ﹤0.01% 1728
2025
Q1 		$2.83K Hold
60
– – ﹤0.01% 1699
2024
Q4 		$2.78K Buy
60
+2
+3% +$99 ﹤0.01% 1611
2024
Q3 		$3.04K Buy
58
+25
+76% +$1.23K ﹤0.01% 1500
2024
Q2 		$1.63K Hold
33
– – ﹤0.01% 1463
2024
Q1 		$1.56K Buy
+33
New +$1.52K ﹤0.01% 1231

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Rothschild Investment LLC's AVES Position: Q2 2026 in Review

Rothschild Investment LLC increased its Avantis Emerging Markets Value ETF (AVES) stake by 1.1% in Q2 2026, buying an estimated $66 and bringing the position to 88 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Rothschild Investment LLC first reported a position in AVES in Q1 2024 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Rothschild Investment LLC held 88 shares of Avantis Emerging Markets Value ETF worth $5.76K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Avantis Emerging Markets Value ETF share in Q2 2026, an estimated $66.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2198 holding.
  • Rothschild Investment LLC first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 117 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.