Aurelius Family Office’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Aurelius Family Office’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	$3.21M	Sell	33,274 -211	-0.6%	-$19.5K	1.26%	18
2026 Q1	$2.7M	Sell	33,485 -812	-2%	-$67.4K	1.17%	20
2025 Q4	$2.72M	Sell	34,297 -25	-0.1%	-$1.91K	1.17%	19
2025 Q3	$2.58M	Sell	34,322 -927	-3%	-$66.2K	1.15%	19
2025 Q2	$2.42M	Sell	35,249 -1,773	-5%	-$112K	1.14%	20
2025 Q1	$2.23M	Hold	37,022	–	–	1.13%	19
2024 Q4	$2.18M	Buy	+37,022	New	+$2.3M	1.1%	19

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Aurelius Family Office's AVEM Position: Q2 2026 in Review

Aurelius Family Office reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.63% in Q2 2026, selling an estimated $19.5K and leaving 33,274 shares worth $3.21M. The position accounts for 1.26% of the portfolio, ranked #18.

Aurelius Family Office first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Aurelius Family Office held 33,274 shares of Avantis Emerging Markets Equity ETF worth $3.21M as of Q2 2026.
Aurelius Family Office sold 211 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.5K.
Avantis Emerging Markets Equity ETF made up 1.26% of Aurelius Family Office's portfolio in Q2 2026, its #18 holding.
Aurelius Family Office first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.