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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

WealthShield Partners's AVES Position: Q1 2026 in Review

WealthShield Partners reduced its Avantis Emerging Markets Value ETF (AVES) stake by 8.8% in Q1 2026, selling an estimated $23.6K and leaving 3,939 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #320.

WealthShield Partners first reported a position in AVES in Q4 2022 and has held it in 14 quarters since. The position peaked at $288K in Q3 2023. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

WealthShield Partners held 3,939 shares of Avantis Emerging Markets Value ETF worth $236K as of Q1 2026.
WealthShield Partners sold 380 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $23.6K.
Avantis Emerging Markets Value ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #320 holding.
WealthShield Partners first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 14 quarters since.
WealthShield Partners's Avantis Emerging Markets Value ETF position peaked at $288K in Q3 2023.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.