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

Beaird Harris 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 		$53.5M Sell
554,738
-18,028
-3% -$1.66M 3.35% 10
2026
Q1 		$46.2M Sell
572,766
-9,851
-2% -$818K 3.14% 11
2025
Q4 		$44.9M Sell
582,617
-6,224
-1% -$476K 3.09% 12
2025
Q3 		$44.2M Buy
588,841
+3,100
+0.5% +$221K 3.14% 11
2025
Q2 		$40.1M Buy
585,741
+8,647
+1% +$545K 3.11% 12
2025
Q1 		$34.7M Buy
577,094
+18,209
+3% +$1.09M 2.95% 14
2024
Q4 		$32.9M Buy
558,885
+22,202
+4% +$1.38M 2.84% 14
2024
Q3 		$34.7M Sell
536,683
-6,945
-1% -$425K 3.03% 14
2024
Q2 		$33.2M Sell
543,628
-145,240
-21% -$8.71M 3.13% 14
2024
Q1 		$39.9M Buy
688,868
+36,881
+6% +$2.07M 3.89% 11
2023
Q4 		$36.8M Buy
651,987
+29,002
+5% +$1.56M 3.86% 11
2023
Q3 		$32.9M Buy
622,985
+14,193
+2% +$771K 3.94% 9
2023
Q2 		$32.8M Buy
608,792
+4,268
+0.7% +$227K 3.92% 10
2023
Q1 		$32M Buy
604,524
+12,110
+2% +$643K 5.74% 6
2022
Q4 		$29.9M Buy
592,414
+51,598
+10% +$2.52M 5.59% 6
2022
Q3 		$24.8M Buy
540,816
+306,581
+131% +$15.6M 5.44% 6
2022
Q2 		$12.2M Buy
234,235
+136,163
+139% +$7.54M 3.36% 9
2022
Q1 		$5.81M Buy
98,072
+72,720
+287% +$4.46M 2.1% 10
2021
Q4 		$1.6M Buy
+25,352
New +$1.63M 0.59% 27

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beaird Harris Wealth Management's AVEM Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.1% in Q2 2026, selling an estimated $1.66M and leaving 554,738 shares worth $53.5M. The position accounts for 3.35% of the portfolio, ranked #10.

Beaird Harris Wealth Management first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Beaird Harris Wealth Management held 554,738 shares of Avantis Emerging Markets Equity ETF worth $53.5M as of Q2 2026.
  • Beaird Harris Wealth Management sold 18,028 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.66M.
  • Avantis Emerging Markets Equity ETF made up 3.35% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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