Arlington Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Arlington Financial 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	$38.9M	Sell	402,768 -8,087	-2%	-$746K	4.94%	6
2026 Q1	$33.1M	Sell	410,855 -24,466	-6%	-$2.03M	4.72%	7
2025 Q4	$33.5M	Sell	435,321 -2,108	-0.5%	-$161K	4.8%	6
2025 Q3	$32.9M	Buy	437,429 +13,397	+3%	+$957K	4.83%	7
2025 Q2	$29.1M	Sell	424,032 -1,694	-0.4%	-$107K	4.76%	7
2025 Q1	$25.6M	Buy	425,726 +13,326	+3%	+$801K	4.5%	3
2024 Q4	$24.2M	Buy	412,400 +187	+0%	+$11.6K	4.82%	6
2024 Q3	$26.6M	Buy	412,213 +7,197	+2%	+$441K	5.47%	6
2024 Q2	$24.7M	Buy	405,016 +875	+0.2%	+$52.5K	5.42%	5
2024 Q1	$23.4M	Buy	+404,141	New	+$22.7M	5.14%	7

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

Arlington Financial Advisors's AVEM Position: Q2 2026 in Review

Arlington Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2% in Q2 2026, selling an estimated $746K and leaving 402,768 shares worth $38.9M. The position accounts for 4.94% of the portfolio, ranked #6.

Arlington Financial Advisors first reported a position in AVEM in Q1 2024 and has held it in 10 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Arlington Financial Advisors held 402,768 shares of Avantis Emerging Markets Equity ETF worth $38.9M as of Q2 2026.
Arlington Financial Advisors sold 8,087 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $746K.
Avantis Emerging Markets Equity ETF made up 4.94% of Arlington Financial Advisors's portfolio in Q2 2026, its #6 holding.
Arlington Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.