Able Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Able Wealth Management’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
2025 Q4	–	Sell	-3,724	Closed	-$280K	–	115
2025 Q3	$280K	Sell	3,724 -1,110	-23%	-$79.3K	0.11%	88
2025 Q2	$331K	Buy	+4,834	New	+$304K	0.17%	83
2024 Q1	–	Sell	-1,323	Closed	-$74.6K	–	127
2023 Q4	$74.6K	Buy	+1,323	New	+$71.2K	0.07%	112

Other funds holding AVEM

Align Financial Hermantown, Minnesota $202M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Able Wealth Management's AVEM Position: Q4 2025 in Review

Able Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 3,724 shares — an estimated $280K sold.

Able Wealth Management first reported a position in AVEM in Q4 2023 and held it in 3 quarters. The position peaked at $331K in Q2 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

Able Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
Able Wealth Management sold 3,724 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $280K.
Able Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and held it in 3 quarters.
Able Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $331K in Q2 2025.
799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Able Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.