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

Accurate 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
2026 Q2	$840K	Buy	8,927 +2,403	+37%	+$222K	0.08%	249
2026 Q1	$561K	Buy	6,524 +1,129	+21%	+$93.8K	0.07%	293
2025 Q4	$431K	Buy	5,395 +727	+16%	+$55.7K	0.05%	332
2025 Q3	$348K	Buy	+4,668	New	+$333K	0.05%	365

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Accurate Wealth Management's AVEM Position: Q2 2026 in Review

Accurate Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 37% in Q2 2026, buying an estimated $222K and bringing the position to 8,927 shares worth $840K. The position accounts for 0.08% of the portfolio, ranked #249.

Accurate Wealth Management first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Accurate Wealth Management held 8,927 shares of Avantis Emerging Markets Equity ETF worth $840K as of Q2 2026.
Accurate Wealth Management bought 2,403 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $222K.
Avantis Emerging Markets Equity ETF made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #249 holding.
Accurate Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
520 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.