BHWM
AVEM icon

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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return