Three Arch Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Three Arch Wealth Management’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	$17M	Buy	259,889 +19,968	+8%	+$1.31M	2.62%	15
2026 Q1	$14.4M	Buy	239,921 +7,275	+3%	+$452K	2.59%	15
2025 Q4	$13.6M	Buy	+232,646	New	+$13.5M	2.54%	15

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 $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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 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

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

Three Arch Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 8.3% in Q2 2026, buying an estimated $1.31M and bringing the position to 259,889 shares worth $17M. The position accounts for 2.62% of the portfolio, ranked #15.

Three Arch Wealth Management first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Three Arch Wealth Management held 259,889 shares of Avantis Emerging Markets Value ETF worth $17M as of Q2 2026.
Three Arch Wealth Management bought 19,968 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $1.31M.
Avantis Emerging Markets Value ETF made up 2.62% of Three Arch Wealth Management's portfolio in Q2 2026, its #15 holding.
Three Arch Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

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