Arcadia Wealth Management (New York)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Arcadia Wealth Management (New York)’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 Q1	$3.4M	Buy	42,160 +1,443	+4%	+$120K	1.84%	13
2025 Q4	$3.14M	Buy	40,717 +1,839	+5%	+$141K	1.8%	13
2025 Q3	$2.92M	Buy	38,878 +2,011	+5%	+$144K	1.77%	13
2025 Q2	$2.53M	Buy	36,867 +1,521	+4%	+$95.8K	1.72%	14
2025 Q1	$2.13M	Buy	35,346 +2,450	+7%	+$147K	1.66%	15
2024 Q4	$1.93M	Buy	+32,896	New	+$2.05M	1.64%	15

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Arcadia Wealth Management (New York)'s AVEM Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.5% in Q1 2026, buying an estimated $120K and bringing the position to 42,160 shares worth $3.4M. The position accounts for 1.84% of the portfolio, ranked #13.

Arcadia Wealth Management (New York) first reported a position in AVEM in Q4 2024 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Arcadia Wealth Management (New York) held 42,160 shares of Avantis Emerging Markets Equity ETF worth $3.4M as of Q1 2026.
Arcadia Wealth Management (New York) bought 1,443 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $120K.
Avantis Emerging Markets Equity ETF made up 1.84% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #13 holding.
Arcadia Wealth Management (New York) first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.