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

Ariadne 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 Q1	$2.67M	Buy	33,185 +335	+1%	+$27.8K	1.2%	18
2025 Q4	$2.82M	Buy	32,850 +218	+0.7%	+$16.7K	1.17%	19
2025 Q3	$2.53M	Buy	32,632 +4,590	+16%	+$328K	1.13%	21
2025 Q2	$2.01M	Sell	28,042 -483	-2%	-$30.4K	0.96%	25
2025 Q1	$1.77M	Buy	28,525 +337	+1%	+$20.3K	0.93%	26
2024 Q4	$1.7M	Buy	28,188 +6,227	+28%	+$388K	0.78%	31
2024 Q3	$1.41M	Buy	21,961 +3,238	+17%	+$198K	0.77%	30
2024 Q2	$1.14M	Buy	+18,723	New	+$1.12M	0.88%	28

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

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

Ariadne Wealth Management's AVEM Position: Q1 2026 in Review

Ariadne Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1% in Q1 2026, buying an estimated $27.8K and bringing the position to 33,185 shares worth $2.67M. The position accounts for 1.2% of the portfolio, ranked #18.

Ariadne Wealth Management first reported a position in AVEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2025. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Ariadne Wealth Management held 33,185 shares of Avantis Emerging Markets Equity ETF worth $2.67M as of Q1 2026.
Ariadne Wealth Management bought 335 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $27.8K.
Avantis Emerging Markets Equity ETF made up 1.2% of Ariadne Wealth Management's portfolio in Q1 2026, its #18 holding.
Ariadne Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $2.82M in Q4 2025.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.