Apella Capital’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Apella Capital’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	$92.3M	Buy	997,148 +36,996	+4%	+$3.41M	1.3%	18
2026 Q1	$86.3M	Buy	960,152 +105,575	+12%	+$8.77M	1.28%	18
2025 Q4	$65.8M	Buy	854,577 +83,425	+11%	+$6.39M	1.3%	16
2025 Q3	$58.8M	Buy	771,152 +113,520	+17%	+$8.11M	1.31%	17
2025 Q2	$44.9M	Buy	657,632 +179,947	+38%	+$11.3M	1.22%	18
2025 Q1	$27.1M	Buy	477,685 +269,417	+129%	+$16.2M	0.93%	24
2024 Q4	$12.2M	Buy	208,268 +143,780	+223%	+$8.95M	0.47%	44
2024 Q3	$4.26M	Sell	64,488 -12,074	-16%	-$739K	0.18%	74
2024 Q2	$4.79M	Sell	76,562 -13,496	-15%	-$809K	0.21%	68
2024 Q1	$5.35M	Sell	90,058 -7,214	-7%	-$406K	0.27%	62
2023 Q4	$5.37M	Buy	97,272 +77,737	+398%	+$4.18M	0.3%	62
2023 Q3	$1.03M	Sell	19,535 -27	-0.1%	-$1.47K	0.07%	115
2023 Q2	$1.05M	Buy	+19,562	New	+$1.04M	0.07%	113
2022 Q4	$673K	Buy	13,333 +787	+6%	+$38.5K	0.06%	136
2022 Q3	$576K	Sell	12,546 -2,994	-19%	-$152K	0.07%	120
2022 Q2	$809K	Sell	15,540 -713	-4%	-$39.5K	0.1%	108
2022 Q1	$963K	Buy	16,253 +2,339	+17%	+$144K	0.14%	94
2021 Q4	$881K	Sell	13,914 -4,087	-23%	-$263K	0.11%	95
2021 Q3	$1.16M	Buy	18,001 +5,058	+39%	+$335K	0.17%	89
2021 Q2	$900K	Buy	+12,943	New	+$880K	0.15%	93

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

Apella Capital's AVEM Position: Q2 2026 in Review

Apella Capital increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.9% in Q2 2026, buying an estimated $3.41M and bringing the position to 997,148 shares worth $92.3M. The position accounts for 1.3% of the portfolio, ranked #18.

Apella Capital first reported a position in AVEM in Q2 2021 and has held it in 20 quarters since. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Apella Capital held 997,148 shares of Avantis Emerging Markets Equity ETF worth $92.3M as of Q2 2026.
Apella Capital bought 36,996 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.41M.
Avantis Emerging Markets Equity ETF made up 1.3% of Apella Capital's portfolio in Q2 2026, its #18 holding.
Apella Capital first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.