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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
Q2 		$4.87M Buy
74,237
+2,604
+4% +$171K 0.16% 135
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
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

Simplicity Wealth's AVES Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis Emerging Markets Value ETF (AVES) stake by 3.6% in Q2 2026, buying an estimated $171K and bringing the position to 74,237 shares worth $4.87M. The position accounts for 0.16% of the portfolio, ranked #135.

Simplicity Wealth first reported a position in AVES in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.37M in Q2 2025. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Simplicity Wealth held 74,237 shares of Avantis Emerging Markets Value ETF worth $4.87M as of Q2 2026.
  • Simplicity Wealth bought 2,604 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $171K.
  • Avantis Emerging Markets Value ETF made up 0.16% of Simplicity Wealth's portfolio in Q2 2026, its #135 holding.
  • Simplicity Wealth first reported a position in Avantis Emerging Markets Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Simplicity Wealth's Avantis Emerging Markets Value ETF position peaked at $7.37M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.