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Ares Financial Consulting’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Ares Financial Consulting’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 		$127K Sell
1,318
-437
-25% -$40.3K 0.09% 121
2026
Q1 		$143K Buy
1,755
+1
+0.1% +$83 0.11% 97
2025
Q4 		$135K Buy
+1,754
New +$134K 0.13% 92

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

Ares Financial Consulting's AVEM Position: Q2 2026 in Review

Ares Financial Consulting reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 25% in Q2 2026, selling an estimated $40.3K and leaving 1,318 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #121.

Ares Financial Consulting first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $143K in Q1 2026. 1,009 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Ares Financial Consulting held 1,318 shares of Avantis Emerging Markets Equity ETF worth $127K as of Q2 2026.
  • Ares Financial Consulting sold 437 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $40.3K.
  • Avantis Emerging Markets Equity ETF made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #121 holding.
  • Ares Financial Consulting first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Avantis Emerging Markets Equity ETF position peaked at $143K in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.