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

Base 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	$3.99M	Buy	+41,320	New	+$3.81M	1.85%	17

Other funds holding AVEM

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Base Wealth Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 41,320 shares worth $3.99M. The stake represents 1.85% of the portfolio and ranks #17 among its holdings.

850 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Base Wealth Management held 41,320 shares of Avantis Emerging Markets Equity ETF worth $3.99M as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Base Wealth Management position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 1.85% of Base Wealth Management's portfolio in Q2 2026, its #17 holding.
850 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.