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ARQ Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

ARQ Wealth 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
Q1 		$4.46M Buy
55,391
+294
+0.5% +$24.4K 0.8% 46
2025
Q4 		$4.24M Sell
55,097
-4,494
-8% -$344K 1.15% 31
2025
Q3 		$4.48M Sell
59,591
-13,896
-19% -$993K 1.32% 29
2025
Q2 		$4.42M Hold
73,487
– – 1.52% 24
2025
Q1 		$4.42M Sell
73,487
-1,509
-2% -$90.7K 1.64% 23
2024
Q4 		$4.41M Buy
74,996
+1,605
+2% +$99.9K 1.68% 21
2024
Q3 		$4.52M Buy
73,391
+1,414
+2% +$86.6K 1.71% 22
2024
Q2 		$4.4M Buy
71,977
+1,530
+2% +$91.7K 1.9% 18
2024
Q1 		$4.08M Buy
70,447
+16,361
+30% +$920K 1.77% 23
2023
Q4 		$3.05M Buy
54,086
+4,224
+8% +$227K 1.82% 20
2023
Q3 		$2.63M Sell
49,862
-11,764
-19% -$639K 1.97% 18
2023
Q2 		$3.32M Buy
61,626
+10,705
+21% +$569K 2.15% 17
2023
Q1 		$2.69M Buy
50,921
+1,787
+4% +$94.9K 1.98% 17
2022
Q4 		$2.48M Buy
49,134
+5,405
+12% +$264K 1.62% 19
2022
Q3 		$2.01M Buy
43,729
+2,389
+6% +$122K 1.55% 20
2022
Q2 		$2.15M Buy
41,340
+21,204
+105% +$1.17M 1.54% 21
2022
Q1 		$1.19M Buy
+20,136
New +$1.24M 0.8% 26

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

ARQ Wealth Advisors's AVEM Position: Q1 2026 in Review

ARQ Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.53% in Q1 2026, buying an estimated $24.4K and bringing the position to 55,391 shares worth $4.46M. The position accounts for 0.8% of the portfolio, ranked #46.

ARQ Wealth Advisors first reported a position in AVEM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.52M in Q3 2024. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • ARQ Wealth Advisors held 55,391 shares of Avantis Emerging Markets Equity ETF worth $4.46M as of Q1 2026.
  • ARQ Wealth Advisors bought 294 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $24.4K.
  • Avantis Emerging Markets Equity ETF made up 0.8% of ARQ Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • ARQ Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • ARQ Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $4.52M in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.