Berger Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Berger Financial Group’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	$17.1M	Sell	177,096 -2,374	-1%	-$219K	0.87%	23
2026 Q1	$14.5M	Sell	179,470 -23,302	-11%	-$1.94M	0.81%	29
2025 Q4	$15.6M	Buy	202,772 +1,853	+0.9%	+$142K	0.9%	28
2025 Q3	$15.1M	Buy	200,919 +4,597	+2%	+$328K	0.9%	27
2025 Q2	$13.5M	Buy	196,322 +3,626	+2%	+$228K	0.87%	27
2025 Q1	$11.6M	Sell	192,696 -4,874	-2%	-$293K	0.8%	29
2024 Q4	$11.6M	Sell	197,570 -2,726	-1%	-$170K	0.8%	31
2024 Q3	$12.9M	Sell	200,296 -7,024	-3%	-$430K	0.93%	27
2024 Q2	$12.7M	Sell	207,320 -2,396	-1%	-$144K	1.01%	23
2024 Q1	$12.2M	Buy	+209,716	New	+$11.8M	1%	22

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 22.96% 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

Berger Financial Group's AVEM Position: Q2 2026 in Review

Berger Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.3% in Q2 2026, selling an estimated $219K and leaving 177,096 shares worth $17.1M. The position accounts for 0.87% of the portfolio, ranked #23.

Berger Financial Group first reported a position in AVEM in Q1 2024 and has held it in 10 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Berger Financial Group held 177,096 shares of Avantis Emerging Markets Equity ETF worth $17.1M as of Q2 2026.
Berger Financial Group sold 2,374 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $219K.
Avantis Emerging Markets Equity ETF made up 0.87% of Berger Financial Group's portfolio in Q2 2026, its #23 holding.
Berger Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 10 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.