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

Avant 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	$8.82M	Buy	91,426 +5,110	+6%	+$471K	5.49%	4
2026 Q1	$6.96M	Buy	86,316 +3,004	+4%	+$249K	4.89%	4
2025 Q4	$6.42M	Sell	83,312 -617	-0.7%	-$47.2K	4.61%	4
2025 Q3	$6.3M	Buy	83,929 +2,876	+4%	+$205K	4.75%	4
2025 Q2	$5.56M	Buy	81,053 +5,439	+7%	+$343K	4.58%	4
2025 Q1	$4.55M	Buy	75,614 +5,354	+8%	+$322K	4.13%	4
2024 Q4	$4.13M	Buy	+70,260	New	+$4.37M	3.79%	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

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

Avant Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.9% in Q2 2026, buying an estimated $471K and bringing the position to 91,426 shares worth $8.82M. The position accounts for 5.49% of the portfolio, ranked #4.

Avant Financial Advisors first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Avant Financial Advisors held 91,426 shares of Avantis Emerging Markets Equity ETF worth $8.82M as of Q2 2026.
Avant Financial Advisors bought 5,110 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $471K.
Avantis Emerging Markets Equity ETF made up 5.49% of Avant Financial Advisors's portfolio in Q2 2026, its #4 holding.
Avant Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.