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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
Q2 		$1.68M Buy
25,675
+572
+2% +$37.5K 0.1% 91
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 $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Shufro Rose & Co's AVES Position: Q2 2026 in Review

Shufro Rose & Co increased its Avantis Emerging Markets Value ETF (AVES) stake by 2.3% in Q2 2026, buying an estimated $37.5K and bringing the position to 25,675 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #91.

Shufro Rose & Co first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Shufro Rose & Co held 25,675 shares of Avantis Emerging Markets Value ETF worth $1.68M as of Q2 2026.
  • Shufro Rose & Co bought 572 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $37.5K.
  • Avantis Emerging Markets Value ETF made up 0.1% of Shufro Rose & Co's portfolio in Q2 2026, its #91 holding.
  • Shufro Rose & Co first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.