Balboa Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Balboa Wealth Partners’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	$2.02M	Sell	21,514 -388	-2%	-$36.1K	0.27%	65
2026 Q2	$2.11M	Buy	21,902 +3,615	+20%	+$333K	0.29%	61
2026 Q1	$1.47M	Buy	18,287 +5,298	+41%	+$440K	0.25%	71
2025 Q4	$1M	Buy	12,989 +2,937	+29%	+$225K	0.17%	94
2025 Q3	$755K	Buy	+10,052	New	+$718K	0.13%	128

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Balboa Wealth Partners's AVEM Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.8% in Q3 2026, selling an estimated $36.1K and leaving 21,514 shares worth $2.02M. The position accounts for 0.27% of the portfolio, ranked #65.

Balboa Wealth Partners first reported a position in AVEM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q2 2026. 720 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Balboa Wealth Partners held 21,514 shares of Avantis Emerging Markets Equity ETF worth $2.02M as of Q3 2026.
Balboa Wealth Partners sold 388 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $36.1K.
Avantis Emerging Markets Equity ETF made up 0.27% of Balboa Wealth Partners's portfolio in Q3 2026, its #65 holding.
Balboa Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 5 quarters since.
Balboa Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $2.11M in Q2 2026.
720 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.