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

Alteri Wealth’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 		$240K Sell
2,487
-2,062
-45% -$190K 0.07% 254
2026
Q1 		$367K Buy
+4,549
New +$378K 0.12% 203

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Alteri Wealth's AVEM Position: Q2 2026 in Review

Alteri Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 45% in Q2 2026, selling an estimated $190K and leaving 2,487 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #254.

Alteri Wealth first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $367K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Alteri Wealth held 2,487 shares of Avantis Emerging Markets Equity ETF worth $240K as of Q2 2026.
  • Alteri Wealth sold 2,062 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $190K.
  • Avantis Emerging Markets Equity ETF made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #254 holding.
  • Alteri Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Alteri Wealth's Avantis Emerging Markets Equity ETF position peaked at $367K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.