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

Aprio 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	$647K	Sell	6,708 -187	-3%	-$17.2K	0.03%	326
2026 Q1	$556K	Buy	6,895 +1,570	+29%	+$130K	0.03%	321
2025 Q4	$410K	Buy	5,325 +13	+0.2%	+$995	0.02%	357
2025 Q3	$399K	Hold	5,312	–	–	0.04%	269
2025 Q2	$364K	Buy	5,312 +35	+0.7%	+$2.2K	0.04%	245
2025 Q1	$318K	Sell	5,277 -41	-0.8%	-$2.46K	0.04%	258
2024 Q4	$313K	Sell	5,318 -825	-13%	-$51.4K	0.05%	204
2024 Q3	$397K	Hold	6,143	–	–	0.06%	147
2024 Q2	$375K	Sell	6,143 -110	-2%	-$6.59K	0.07%	137
2024 Q1	$362K	Sell	6,253 -2,263	-27%	-$127K	0.07%	126
2023 Q4	$480K	Sell	8,516 -5,840	-41%	-$314K	0.11%	98
2023 Q3	$758K	Sell	14,356 -514,386	-97%	-$27.9M	0.21%	59
2023 Q2	$28.5M	Buy	528,742 +10,094	+2%	+$537K	7.81%	4
2023 Q1	$27.4M	Buy	+518,648	New	+$27.5M	8.45%	3

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

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

Aprio Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.7% in Q2 2026, selling an estimated $17.2K and leaving 6,708 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #326.

Aprio Wealth Management first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.5M in Q2 2023. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Aprio Wealth Management held 6,708 shares of Avantis Emerging Markets Equity ETF worth $647K as of Q2 2026.
Aprio Wealth Management sold 187 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $17.2K.
Avantis Emerging Markets Equity ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #326 holding.
Aprio Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Aprio Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $28.5M in Q2 2023.
1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.