TAWM
AVEE icon

Three Arch Wealth Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Three Arch Wealth Management’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Hold
11,743
– – 0.12% 43
2026
Q1 		$745K Sell
11,743
-529
-4% -$34.5K 0.13% 40
2025
Q4 		$766K Buy
+12,272
New +$776K 0.14% 39

Other funds holding AVEE

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
TFO
Timonier Family Office Winston Salem, North Carolina $354M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Three Arch Wealth Management's AVEE Position: Q2 2026 in Review

Three Arch Wealth Management held its Avantis Emerging Markets Small Cap Equity ETF (AVEE) position steady in Q2 2026 at 11,743 shares worth $814K. The position accounts for 0.12% of the portfolio, ranked #43.

Three Arch Wealth Management first reported a position in AVEE in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Three Arch Wealth Management held 11,743 shares of Avantis Emerging Markets Small Cap Equity ETF worth $814K as of Q2 2026.
  • Three Arch Wealth Management left its Avantis Emerging Markets Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.12% of Three Arch Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Three Arch Wealth Management first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

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