SRC
AVES icon

Shufro Rose & Co’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Shufro Rose & Co’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 		$1.51M Buy
25,103
+1,713
+7% +$106K 0.1% 95
2025
Q4 		$1.36M Buy
+23,390
New +$1.35M 0.09% 93

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 $374B AUM 17.66% 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 $1.75B AUM 15.4% 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 $369M AUM 23.26% 1-Year Est. Return

Shufro Rose & Co's AVES Position: Q1 2026 in Review

Shufro Rose & Co increased its Avantis Emerging Markets Value ETF (AVES) stake by 7.3% in Q1 2026, buying an estimated $106K and bringing the position to 25,103 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #95.

Shufro Rose & Co first reported a position in AVES in Q4 2025 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Shufro Rose & Co held 25,103 shares of Avantis Emerging Markets Value ETF worth $1.51M as of Q1 2026.
  • Shufro Rose & Co bought 1,713 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $106K.
  • Avantis Emerging Markets Value ETF made up 0.1% of Shufro Rose & Co's portfolio in Q1 2026, its #95 holding.
  • Shufro Rose & Co first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.