Action Point Financial Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.8M Buy
153,472
+96,759
+171% +$8.92M 1.5% 9
2026
Q1
$4.57M Buy
+56,713
New +$4.71M 4.08% 8

Other funds holding AVEM

Action Point Financial Planning's AVEM Position: Q2 2026 in Review

Action Point Financial Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 171% in Q2 2026, buying an estimated $8.92M and bringing the position to 153,472 shares worth $14.8M. The position accounts for 1.5% of the portfolio, ranked #9.

Action Point Financial Planning first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Action Point Financial Planning held 153,472 shares of Avantis Emerging Markets Equity ETF worth $14.8M as of Q2 2026.
  • Action Point Financial Planning bought 96,759 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.92M.
  • Avantis Emerging Markets Equity ETF made up 1.5% of Action Point Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Action Point Financial Planning first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.