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

Bannerman Wealth Management Group’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 		$634K Buy
6,567
+14
+0.2% +$1.29K 0.37% 22
2026
Q1 		$528K Sell
6,553
-53
-0.8% -$4.4K 0.36% 23
2025
Q4 		$509K Sell
6,606
-181
-3% -$13.9K 0.36% 24
2025
Q3 		$510K Sell
6,787
-661
-9% -$47.2K 0.38% 24
2025
Q2 		$510K Buy
7,448
+357
+5% +$22.5K 0.39% 26
2025
Q1 		$427K Buy
7,091
+38
+0.5% +$2.29K 0.35% 24
2024
Q4 		$415K Buy
+7,053
New +$439K 0.34% 22

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bannerman Wealth Management Group's AVEM Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.21% in Q2 2026, buying an estimated $1.29K and bringing the position to 6,567 shares worth $634K. The position accounts for 0.37% of the portfolio, ranked #22.

Bannerman Wealth Management Group first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Bannerman Wealth Management Group held 6,567 shares of Avantis Emerging Markets Equity ETF worth $634K as of Q2 2026.
  • Bannerman Wealth Management Group bought 14 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.29K.
  • Avantis Emerging Markets Equity ETF made up 0.37% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #22 holding.
  • Bannerman Wealth Management Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 556 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.