Beacon Financial Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Beacon Financial Advisory’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 Q1	$893K	Buy	11,087 +2,626	+31%	+$218K	0.2%	134
2025 Q4	$652K	Buy	8,461 +3,356	+66%	+$257K	0.15%	175
2025 Q3	$383K	Buy	+5,105	New	+$365K	0.09%	247

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beacon Financial Advisory's AVEM Position: Q1 2026 in Review

Beacon Financial Advisory increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 31% in Q1 2026, buying an estimated $218K and bringing the position to 11,087 shares worth $893K. The position accounts for 0.2% of the portfolio, ranked #134.

Beacon Financial Advisory first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Beacon Financial Advisory held 11,087 shares of Avantis Emerging Markets Equity ETF worth $893K as of Q1 2026.
Beacon Financial Advisory bought 2,626 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $218K.
Avantis Emerging Markets Equity ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q1 2026, its #134 holding.
Beacon Financial Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.