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WealthShield Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

WealthShield Partners’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 		– Sell
-3,939
Closed -$236K – 391
2026
Q1 		$236K Sell
3,939
-380
-9% -$23.6K 0.03% 320
2025
Q4 		$252K Hold
4,319
– – 0.03% 305
2025
Q3 		$248K Sell
4,319
-150
-3% -$8.34K 0.03% 300
2025
Q2 		$239K Sell
4,469
-100
-2% -$4.96K 0.03% 298
2025
Q1 		$215K Hold
4,569
– – 0.03% 305
2024
Q4 		$211K Sell
4,569
-25
-0.5% -$1.24K 0.03% 275
2024
Q3 		$240K Hold
4,594
– – 0.03% 273
2024
Q2 		$224K Buy
4,594
+25
+0.5% +$1.22K 0.03% 266
2024
Q1 		$217K Buy
4,569
+30
+0.7% +$1.38K 0.04% 264
2023
Q4 		$209K Sell
4,539
-2,100
-32% -$92.5K 0.03% 273
2023
Q3 		$288K Buy
6,639
+100
+2% +$4.42K 0.04% 253
2023
Q2 		$285K Sell
6,539
-100
-2% -$4.33K 0.04% 258
2023
Q1 		$283K Sell
6,639
-261
-4% -$11.3K 0.05% 260
2022
Q4 		$283K Buy
+6,900
New +$277K 0.05% 249

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

WealthShield Partners's AVES Position: Q2 2026 in Review

WealthShield Partners sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2026, closing a stake of 3,939 shares — an estimated $236K sold.

WealthShield Partners first reported a position in AVES in Q4 2022 and held it in 14 quarters. The position peaked at $288K in Q3 2023. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • WealthShield Partners reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 3,939 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $236K.
  • WealthShield Partners first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and held it in 14 quarters.
  • WealthShield Partners's Avantis Emerging Markets Value ETF position peaked at $288K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.