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Trailhead Planners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Trailhead Planners’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 		$3.29M Sell
50,126
-5,098
-9% -$334K 3.18% 9
2026
Q1 		$3.31M Buy
55,224
+1,571
+3% +$97.6K 3.18% 10
2025
Q4 		$3.13M Buy
+53,653
New +$3.1M 3.07% 10

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 22.9% 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

Trailhead Planners's AVES Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis Emerging Markets Value ETF (AVES) stake by 9.2% in Q2 2026, selling an estimated $334K and leaving 50,126 shares worth $3.29M. The position accounts for 3.18% of the portfolio, ranked #9.

Trailhead Planners first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.31M in Q1 2026. 186 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Trailhead Planners held 50,126 shares of Avantis Emerging Markets Value ETF worth $3.29M as of Q2 2026.
  • Trailhead Planners sold 5,098 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $334K.
  • Avantis Emerging Markets Value ETF made up 3.18% of Trailhead Planners's portfolio in Q2 2026, its #9 holding.
  • Trailhead Planners first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Avantis Emerging Markets Value ETF position peaked at $3.31M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.