Simplicity Wealth’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Simplicity Wealth’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	$4.3M	Sell	71,633 -665	-0.9%	-$41.3K	0.24%	92
2025 Q4	$4.22M	Buy	72,298 +3,830	+6%	+$222K	0.25%	92
2025 Q3	$3.93M	Sell	68,468 -69,172	-50%	-$3.84M	0.23%	100
2025 Q2	$7.37M	Buy	137,640 +73,062	+113%	+$3.62M	0.31%	74
2025 Q1	$3.05M	Buy	+64,578	New	+$3.03M	0.24%	101

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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

Simplicity Wealth's AVES Position: Q1 2026 in Review

Simplicity Wealth reduced its Avantis Emerging Markets Value ETF (AVES) stake by 0.92% in Q1 2026, selling an estimated $41.3K and leaving 71,633 shares worth $4.3M. The position accounts for 0.24% of the portfolio, ranked #92.

Simplicity Wealth first reported a position in AVES in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.37M in Q2 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Simplicity Wealth held 71,633 shares of Avantis Emerging Markets Value ETF worth $4.3M as of Q1 2026.
Simplicity Wealth sold 665 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $41.3K.
Avantis Emerging Markets Value ETF made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #92 holding.
Simplicity Wealth first reported a position in Avantis Emerging Markets Value ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Avantis Emerging Markets Value ETF position peaked at $7.37M in Q2 2025.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.