Brown Financial Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Brown 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	$358K	Hold	3,706	–	–	0.15%	39
2026 Q1	$299K	Sell	3,706 -1,853	-33%	-$154K	0.15%	41
2025 Q4	$428K	Hold	5,559	–	–	0.22%	34
2025 Q3	$418K	Hold	5,559	–	–	0.22%	37
2025 Q2	$381K	Hold	5,559	–	–	0.21%	40
2025 Q1	$334K	Sell	5,559 -40,817	-88%	-$2.45M	0.21%	31
2024 Q4	$2.73M	Sell	46,376 -315	-0.7%	-$19.6K	1.94%	8
2024 Q3	$3.02M	Sell	46,691 -2,598	-5%	-$159K	2.13%	8
2024 Q2	$3.01M	Hold	49,289	–	–	2.32%	8
2024 Q1	$2.86M	Sell	49,289 -1,841	-4%	-$103K	2.22%	8
2023 Q4	$2.88M	Buy	51,130 +36,826	+257%	+$1.98M	2.35%	7
2023 Q3	$755K	Hold	14,304	–	–	0.67%	15
2023 Q2	$770K	Sell	14,304 -260	-2%	-$13.8K	0.63%	19
2023 Q1	$770K	Hold	14,564	–	–	0.74%	19
2022 Q4	$735K	Buy	+14,564	New	+$712K	0.76%	18

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

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

Brown Financial Advisory held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q2 2026 at 3,706 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #39.

Brown Financial Advisory first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Brown Financial Advisory held 3,706 shares of Avantis Emerging Markets Equity ETF worth $358K as of Q2 2026.
Brown Financial Advisory left its Avantis Emerging Markets Equity ETF share count unchanged in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.15% of Brown Financial Advisory's portfolio in Q2 2026, its #39 holding.
Brown Financial Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Brown Financial Advisory's Avantis Emerging Markets Equity ETF position peaked at $3.02M in Q3 2024.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.