UBS Group
AVES icon

UBS Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

UBS Group’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 		$1.05K Sell
16
-915
-98% -$59.9K ﹤0.01% 9647
2026
Q1 		$55.8K Buy
931
+693
+291% +$43K ﹤0.01% 7299
2025
Q4 		$13.9K Sell
238
-71
-23% -$4.11K ﹤0.01% 8032
2025
Q3 		$17.7K Sell
309
-10
-3% -$556 ﹤0.01% 8235
2025
Q2 		$17.1K Buy
319
+65
+26% +$3.22K ﹤0.01% 8546
2025
Q1 		$12K Sell
254
-120
-32% -$5.62K ﹤0.01% 8519
2024
Q4 		$17.3K Buy
374
+271
+263% +$13.4K ﹤0.01% 7975
2024
Q3 		$5.37K Buy
+103
New +$5.06K ﹤0.01% 8060
2024
Q2 		– Sell
-62
Closed -$2.94K – 9502
2024
Q1 		$2.94K Buy
62
+32
+107% +$1.47K ﹤0.01% 7803
2023
Q4 		$1.38K Sell
30
-1,563
-98% -$68.8K ﹤0.01% 8319
2023
Q3 		$69.2K Buy
+1,593
New +$70.5K ﹤0.01% 6081
2022
Q4 		– Sell
-4,346
Closed -$163K – 10714
2022
Q3 		$163K Buy
+4,346
New +$180K ﹤0.01% 5264

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

UBS Group's AVES Position: Q2 2026 in Review

UBS Group reduced its Avantis Emerging Markets Value ETF (AVES) stake by 98% in Q2 2026, selling an estimated $59.9K and leaving 16 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #9647.

UBS Group first reported a position in AVES in Q3 2022 and has held it in 12 quarters since. The position peaked at $163K in Q3 2022. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • UBS Group held 16 shares of Avantis Emerging Markets Value ETF worth $1.05K as of Q2 2026.
  • UBS Group sold 915 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $59.9K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9647 holding.
  • UBS Group first reported a position in Avantis Emerging Markets Value ETF in Q3 2022 and has held it in 12 quarters since.
  • UBS Group's Avantis Emerging Markets Value ETF position peaked at $163K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.