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 Q2	$885K	Sell	9,177 -1,910	-17%	-$176K	0.17%	156
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 $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beacon Financial Advisory's AVEM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 17% in Q2 2026, selling an estimated $176K and leaving 9,177 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #156.

Beacon Financial Advisory first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $893K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Beacon Financial Advisory held 9,177 shares of Avantis Emerging Markets Equity ETF worth $885K as of Q2 2026.
Beacon Financial Advisory sold 1,910 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $176K.
Avantis Emerging Markets Equity ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #156 holding.
Beacon Financial Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Financial Advisory's Avantis Emerging Markets Equity ETF position peaked at $893K in Q1 2026.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.