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

BAM 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 Q2	$929K	Sell	9,624 -2,350	-20%	-$217K	0.58%	41
2026 Q1	$965K	Sell	11,974 -1,632	-12%	-$136K	0.72%	32
2025 Q4	$1.05M	Buy	13,606 +1,904	+16%	+$146K	0.76%	32
2025 Q3	$879K	Buy	+11,702	New	+$836K	0.68%	38

Other funds holding AVEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

BAM Wealth Management's AVEM Position: Q2 2026 in Review

BAM Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q2 2026, selling an estimated $217K and leaving 9,624 shares worth $929K. The position accounts for 0.58% of the portfolio, ranked #41.

BAM Wealth Management first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 679 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

BAM Wealth Management held 9,624 shares of Avantis Emerging Markets Equity ETF worth $929K as of Q2 2026.
BAM Wealth Management sold 2,350 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $217K.
Avantis Emerging Markets Equity ETF made up 0.58% of BAM Wealth Management's portfolio in Q2 2026, its #41 holding.
BAM Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
BAM Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $1.05M in Q4 2025.
679 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.