AllGen Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

AllGen Financial Advisors’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	$10.2M	Buy	105,563 +1,788	+2%	+$165K	2.22%	14
2026 Q1	$8.36M	Buy	103,775 +14,121	+16%	+$1.17M	1.98%	14
2025 Q4	$6.91M	Buy	89,654 +4,440	+5%	+$340K	1.64%	15
2025 Q3	$6.4M	Buy	85,214 +14,103	+20%	+$1.01M	1.57%	16
2025 Q2	$4.87M	Buy	+71,111	New	+$4.48M	1.31%	17

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

AllGen Financial Advisors's AVEM Position: Q2 2026 in Review

AllGen Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.7% in Q2 2026, buying an estimated $165K and bringing the position to 105,563 shares worth $10.2M. The position accounts for 2.22% of the portfolio, ranked #14.

AllGen Financial Advisors 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.

AllGen Financial Advisors held 105,563 shares of Avantis Emerging Markets Equity ETF worth $10.2M as of Q2 2026.
AllGen Financial Advisors bought 1,788 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $165K.
Avantis Emerging Markets Equity ETF made up 2.22% of AllGen Financial Advisors's portfolio in Q2 2026, its #14 holding.
AllGen Financial Advisors 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 AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.