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Approach Retirement Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Approach Retirement 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 		$1.69M Buy
17,492
+2,924
+20% +$270K 1.23% 22
2026
Q1 		$1.17M Buy
14,568
+1,416
+11% +$118K 0.98% 24
2025
Q4 		$1.01M Buy
+13,152
New +$1.01M 0.87% 27

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Approach Retirement Advisors's AVEM Position: Q2 2026 in Review

Approach Retirement Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q2 2026, buying an estimated $270K and bringing the position to 17,492 shares worth $1.69M. The position accounts for 1.23% of the portfolio, ranked #22.

Approach Retirement Advisors first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Approach Retirement Advisors held 17,492 shares of Avantis Emerging Markets Equity ETF worth $1.69M as of Q2 2026.
  • Approach Retirement Advisors bought 2,924 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $270K.
  • Avantis Emerging Markets Equity ETF made up 1.23% of Approach Retirement Advisors's portfolio in Q2 2026, its #22 holding.
  • Approach Retirement Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.