A4 Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

A4 Wealth Advisors’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Sell	4,754 -3,923	-45%	-$362K	0.3%	49
2026 Q1	$699K	Sell	8,677 -3,894	-31%	-$323K	0.57%	38
2025 Q4	$968K	Sell	12,571 -4,346	-26%	-$333K	0.84%	32
2025 Q3	$1.27M	Buy	+16,917	New	+$1.21M	1.07%	29

Other funds holding AVEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

A4 Wealth Advisors's AVEM Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 45% in Q2 2026, selling an estimated $362K and leaving 4,754 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #49.

A4 Wealth Advisors first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 680 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

A4 Wealth Advisors held 4,754 shares of Avantis Emerging Markets Equity ETF worth $459K as of Q2 2026.
A4 Wealth Advisors sold 3,923 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $362K.
Avantis Emerging Markets Equity ETF made up 0.3% of A4 Wealth Advisors's portfolio in Q2 2026, its #49 holding.
A4 Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.27M in Q3 2025.
680 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.