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True Wealth Design’s Avantis Emerging Markets Value ETF AVES Stock Holding History

True Wealth Design’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 		$1.06M Sell
16,100
-150
-0.9% -$9.83K 0.25% 25
2026
Q1 		$975K Buy
16,250
+518
+3% +$32.2K 0.27% 24
2025
Q4 		$917K Sell
15,732
-1,539
-9% -$89K 0.27% 23
2025
Q3 		$991K Sell
17,271
-1,719
-9% -$95.5K 0.3% 22
2025
Q2 		$1.02M Buy
18,990
+16,139
+566% +$800K 0.36% 21
2025
Q1 		$134K Hold
2,851
– – 0.05% 63
2024
Q4 		$132K Buy
2,851
+205
+8% +$10.2K 0.05% 45
2024
Q3 		$138K Hold
2,646
– – 0.05% 40
2024
Q2 		$129K Sell
2,646
-818
-24% -$39.8K 0.03% 131
2024
Q1 		$164K Hold
3,464
– – 0.04% 122
2023
Q4 		$159K Sell
3,464
-1,760
-34% -$77.5K 0.04% 119
2023
Q3 		$227K Buy
+5,224
New +$231K 0.08% 113

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

True Wealth Design's AVES Position: Q2 2026 in Review

True Wealth Design reduced its Avantis Emerging Markets Value ETF (AVES) stake by 0.92% in Q2 2026, selling an estimated $9.83K and leaving 16,100 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #25.

True Wealth Design first reported a position in AVES in Q3 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • True Wealth Design held 16,100 shares of Avantis Emerging Markets Value ETF worth $1.06M as of Q2 2026.
  • True Wealth Design sold 150 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $9.83K.
  • Avantis Emerging Markets Value ETF made up 0.25% of True Wealth Design's portfolio in Q2 2026, its #25 holding.
  • True Wealth Design first reported a position in Avantis Emerging Markets Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.