Werba Rubin Papier Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Werba Rubin Papier Wealth Management’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	$695K	Sell	10,588 -675	-6%	-$44.2K	0.08%	126
2026 Q1	$676K	Buy	+11,263	New	+$700K	0.09%	114
2025 Q4	–	Sell	-11,962	Closed	-$686K	–	243
2025 Q3	$686K	Sell	11,962 -107	-0.9%	-$5.95K	0.11%	99
2025 Q2	$646K	Sell	12,069 -364	-3%	-$18K	0.12%	95
2025 Q1	$586K	Buy	12,433 +2,407	+24%	+$113K	0.13%	95
2024 Q4	$463K	Buy	10,026 +407	+4%	+$20.2K	0.11%	107
2024 Q3	$502K	Buy	+9,619	New	+$472K	0.12%	100

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 $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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 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

Werba Rubin Papier Wealth Management's AVES Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 6% in Q2 2026, selling an estimated $44.2K and leaving 10,588 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #126.

Werba Rubin Papier Wealth Management first reported a position in AVES in Q3 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Werba Rubin Papier Wealth Management held 10,588 shares of Avantis Emerging Markets Value ETF worth $695K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 675 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $44.2K.
Avantis Emerging Markets Value ETF made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #126 holding.
Werba Rubin Papier Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.