Advyzon Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Advyzon Investment 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	$4.99M	Buy	51,737 +13,294	+35%	+$1.23M	0.36%	64
2026 Q1	$3.1M	Buy	38,443 +10,566	+38%	+$877K	0.28%	86
2025 Q4	$2.15M	Buy	27,877 +5,438	+24%	+$416K	0.25%	98
2025 Q3	$1.69M	Buy	22,439 +15,867	+241%	+$1.13M	0.29%	76
2025 Q2	$450K	Buy	+6,572	New	+$414K	0.1%	195

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advyzon Investment Management's AVEM Position: Q2 2026 in Review

Advyzon Investment Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 35% in Q2 2026, buying an estimated $1.23M and bringing the position to 51,737 shares worth $4.99M. The position accounts for 0.36% of the portfolio, ranked #64.

Advyzon Investment Management first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Advyzon Investment Management held 51,737 shares of Avantis Emerging Markets Equity ETF worth $4.99M as of Q2 2026.
Advyzon Investment Management bought 13,294 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.23M.
Avantis Emerging Markets Equity ETF made up 0.36% of Advyzon Investment Management's portfolio in Q2 2026, its #64 holding.
Advyzon Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.