AP
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Atwood & Palmer’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Atwood & Palmer’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 		$65.1M Buy
674,517
+3,089
+0.5% +$285K 3.47% 4
2026
Q1 		$54.1M Buy
671,428
+7,005
+1% +$582K 3.05% 7
2025
Q4 		$51.2M Buy
664,423
+14,936
+2% +$1.14M 2.91% 7
2025
Q3 		$48.8M Buy
649,487
+4,245
+0.7% +$303K 2.87% 9
2025
Q2 		$44.2M Buy
645,242
+22,208
+4% +$1.4M 2.76% 7
2025
Q1 		$37.5M Buy
623,034
+18,895
+3% +$1.14M 2.6% 8
2024
Q4 		$35.5M Buy
604,139
+26,431
+5% +$1.65M 2.43% 10
2024
Q3 		$37.3M Buy
577,708
+23,940
+4% +$1.47M 2.54% 14
2024
Q2 		$33.8M Buy
553,768
+9,520
+2% +$571K 2.56% 10
2024
Q1 		$31.5M Buy
544,248
+53,735
+11% +$3.02M 2.39% 13
2023
Q4 		$27.7M Buy
490,513
+6,995
+1% +$376K 2.24% 15
2023
Q3 		$25.5M Buy
483,518
+169,595
+54% +$9.22M 2.24% 17
2023
Q2 		$16.9M Buy
313,923
+44,303
+16% +$2.36M 1.51% 26
2023
Q1 		$14.3M Buy
269,620
+5,025
+2% +$267K 1.34% 31
2022
Q4 		$13.3M Buy
+264,595
New +$12.9M 1.21% 32

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Atwood & Palmer's AVEM Position: Q2 2026 in Review

Atwood & Palmer increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.46% in Q2 2026, buying an estimated $285K and bringing the position to 674,517 shares worth $65.1M. The position accounts for 3.47% of the portfolio, ranked #4.

Atwood & Palmer first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Atwood & Palmer held 674,517 shares of Avantis Emerging Markets Equity ETF worth $65.1M as of Q2 2026.
  • Atwood & Palmer bought 3,089 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $285K.
  • Avantis Emerging Markets Equity ETF made up 3.47% of Atwood & Palmer's portfolio in Q2 2026, its #4 holding.
  • Atwood & Palmer first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.