Axxcess Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Axxcess Wealth Management’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	$9.18M	Sell	97,621 -8,615	-8%	-$801K	0.38%	59
2026 Q2	$10.3M	Buy	+106,236	New	+$9.8M	0.16%	128
2026 Q1	–	Sell	-73,039	Closed	-$5.63M	–	414
2025 Q4	$5.63M	Buy	73,039 +32,649	+81%	+$2.5M	0.1%	189
2025 Q3	$3.03M	Buy	40,390 +2,905	+8%	+$208K	0.06%	237
2025 Q2	$2.57M	Buy	37,485 +2,610	+7%	+$164K	0.06%	248
2025 Q1	$2.1M	Buy	34,875 +1,034	+3%	+$62.2K	0.06%	258
2024 Q4	$1.99M	Buy	33,841 +2,660	+9%	+$166K	0.05%	273
2024 Q3	$2.01M	Buy	31,181 +11,243	+56%	+$688K	0.05%	264
2024 Q2	$1.22M	Buy	19,938 +16,325	+452%	+$979K	0.03%	336
2024 Q1	$209K	Buy	+3,613	New	+$203K	0.01%	802
2023 Q2	–	Sell	-4,027	Closed	-$213K	–	595
2023 Q1	$213K	Buy	+4,027	New	+$214K	0.02%	572

Other funds holding AVEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Axxcess Wealth Management's AVEM Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.1% in Q3 2026, selling an estimated $801K and leaving 97,621 shares worth $9.18M. The position accounts for 0.38% of the portfolio, ranked #59.

Axxcess Wealth Management first reported a position in AVEM in Q1 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q2 2026. 381 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Axxcess Wealth Management held 97,621 shares of Avantis Emerging Markets Equity ETF worth $9.18M as of Q3 2026.
Axxcess Wealth Management sold 8,615 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $801K.
Avantis Emerging Markets Equity ETF made up 0.38% of Axxcess Wealth Management's portfolio in Q3 2026, its #59 holding.
Axxcess Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $10.3M in Q2 2026.
381 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.