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

Accredited 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
Q3 		$12.8K Sell
137
-34
-20% -$2.43K 0.01% 242
2025
Q2 		$11.7K Buy
+171
New +$10.8K 0.01% 248
2025
Q1 		– Sell
-194
Closed -$11.4K – 376
2024
Q4 		$11.4K Buy
+194
New +$12.1K 0.01% 238

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Accredited Wealth Management's AVEM Position: Q3 2025 in Review

Accredited Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q3 2025, selling an estimated $2.43K and leaving 137 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #242.

Accredited Wealth Management first reported a position in AVEM in Q4 2024 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

  • Accredited Wealth Management held 137 shares of Avantis Emerging Markets Equity ETF worth $12.8K as of Q3 2025.
  • Accredited Wealth Management sold 34 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $2.43K.
  • Avantis Emerging Markets Equity ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #242 holding.
  • Accredited Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.