Aspiriant LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Aspiriant LLC’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 Q3	$467K	Buy	4,965 +882	+22%	+$82K	0.01%	256
2026 Q2	$394K	Hold	4,083	–	–	0.01%	283
2026 Q1	$329K	Hold	4,083	–	–	0.01%	266
2025 Q4	$314K	Hold	4,083	–	–	0.01%	269
2025 Q3	$307K	Hold	4,083	–	–	0.01%	248
2025 Q2	$280K	Hold	4,083	–	–	0.01%	267
2025 Q1	$246K	Buy	+4,083	New	+$246K	0.01%	265

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Aspiriant LLC's AVEM Position: Q3 2026 in Review

Aspiriant LLC increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 22% in Q3 2026, buying an estimated $82K and bringing the position to 4,965 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #256.

Aspiriant LLC first reported a position in AVEM in Q1 2025 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Aspiriant LLC held 4,965 shares of Avantis Emerging Markets Equity ETF worth $467K as of Q3 2026.
Aspiriant LLC bought 882 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $82K.
Avantis Emerging Markets Equity ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #256 holding.
Aspiriant LLC first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.