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

AE 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	$5.74M	Sell	59,454 -18,422	-24%	-$1.7M	0.03%	409
2026 Q1	$6.28M	Buy	77,876 +7,749	+11%	+$643K	0.03%	367
2025 Q4	$5.4M	Buy	70,127 +33,985	+94%	+$2.6M	0.03%	380
2025 Q3	$2.71M	Buy	36,142 +31,497	+678%	+$2.25M	0.02%	491
2025 Q2	$318K	Buy	4,645 +1,781	+62%	+$112K	﹤0.01%	1098
2025 Q1	$172K	Buy	2,864 +1,759	+159%	+$106K	﹤0.01%	1318
2024 Q4	$64.9K	Buy	+1,105	New	+$68.8K	﹤0.01%	1516

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

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

AE Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 24% in Q2 2026, selling an estimated $1.7M and leaving 59,454 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #409.

AE Wealth Management first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.28M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

AE Wealth Management held 59,454 shares of Avantis Emerging Markets Equity ETF worth $5.74M as of Q2 2026.
AE Wealth Management sold 18,422 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.7M.
Avantis Emerging Markets Equity ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #409 holding.
AE Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $6.28M in Q1 2026.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.