Tortoise Investment Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Tortoise Investment 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 Q1	$11.5M	Buy	180,706 +167,691	+1,288%	+$10.9M	0.95%	36
2025 Q4	$812K	Buy	13,015 +4,109	+46%	+$260K	0.07%	134
2025 Q3	$571K	Buy	8,906 +1,650	+23%	+$103K	0.05%	142
2025 Q2	$437K	Buy	7,256 +2,212	+44%	+$122K	0.04%	152
2025 Q1	$265K	Buy	5,044 +2,177	+76%	+$116K	0.03%	181
2024 Q4	$153K	Buy	2,867 +1,772	+162%	+$99.8K	0.02%	255
2024 Q3	$64.4K	Buy	+1,095	New	+$60.9K	0.01%	371

Other funds holding AVEE

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Tortoise Investment Management's AVEE Position: Q1 2026 in Review

Tortoise Investment Management increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 1,288% in Q1 2026, buying an estimated $10.9M and bringing the position to 180,706 shares worth $11.5M. The position accounts for 0.95% of the portfolio, ranked #36.

Tortoise Investment Management first reported a position in AVEE in Q3 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

Tortoise Investment Management held 180,706 shares of Avantis Emerging Markets Small Cap Equity ETF worth $11.5M as of Q1 2026.
Tortoise Investment Management bought 167,691 Avantis Emerging Markets Small Cap Equity ETF shares in Q1 2026, an estimated $10.9M.
Avantis Emerging Markets Small Cap Equity ETF made up 0.95% of Tortoise Investment Management's portfolio in Q1 2026, its #36 holding.
Tortoise Investment Management first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.