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BetterWealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BetterWealth’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 		$10.1M Sell
104,621
-4,483
-4% -$413K 1.79% 13
2026
Q1 		$8.79M Buy
109,104
+432
+0.4% +$35.9K 1.72% 12
2025
Q4 		$8.37M Buy
108,672
+3,185
+3% +$244K 1.91% 12
2025
Q3 		$7.92M Buy
105,487
+1,531
+1% +$109K 1.89% 12
2025
Q2 		$7.13M Buy
103,956
+7,150
+7% +$450K 1.82% 12
2025
Q1 		$5.82M Buy
96,806
+12,683
+15% +$763K 1.63% 12
2024
Q4 		$4.95M Buy
+84,123
New +$5.24M 1.36% 13

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

BetterWealth's AVEM Position: Q2 2026 in Review

BetterWealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.1% in Q2 2026, selling an estimated $413K and leaving 104,621 shares worth $10.1M. The position accounts for 1.79% of the portfolio, ranked #13.

BetterWealth first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • BetterWealth held 104,621 shares of Avantis Emerging Markets Equity ETF worth $10.1M as of Q2 2026.
  • BetterWealth sold 4,483 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $413K.
  • Avantis Emerging Markets Equity ETF made up 1.79% of BetterWealth's portfolio in Q2 2026, its #13 holding.
  • BetterWealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.