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AVES icon

WorthPointe’s Avantis Emerging Markets Value ETF AVES Stock Holding History

WorthPointe’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 		$1.5M Buy
22,931
+6,312
+38% +$414K 0.38% 42
2026
Q1 		$997K Buy
16,619
+10,858
+188% +$674K 0.27% 57
2025
Q4 		$336K Buy
+5,761
New +$333K 0.09% 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
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

WorthPointe's AVES Position: Q2 2026 in Review

WorthPointe increased its Avantis Emerging Markets Value ETF (AVES) stake by 38% in Q2 2026, buying an estimated $414K and bringing the position to 22,931 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #42.

WorthPointe first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • WorthPointe held 22,931 shares of Avantis Emerging Markets Value ETF worth $1.5M as of Q2 2026.
  • WorthPointe bought 6,312 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $414K.
  • Avantis Emerging Markets Value ETF made up 0.38% of WorthPointe's portfolio in Q2 2026, its #42 holding.
  • WorthPointe first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.