BSW Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BSW Wealth Partners’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	$20.3M	Buy	210,863 +4,362	+2%	+$402K	2.26%	9
2026 Q1	$16.6M	Sell	206,501 -2,167	-1%	-$180K	2.03%	9
2025 Q4	$16.1M	Sell	208,668 -8,881	-4%	-$680K	1.93%	11
2025 Q3	$16.3M	Buy	217,549 +7,508	+4%	+$536K	2.04%	9
2025 Q2	$14.4M	Buy	210,041 +14,262	+7%	+$898K	1.97%	9
2025 Q1	$11.8M	Buy	195,779 +223	+0.1%	+$13.4K	1.79%	11
2024 Q4	$11.5M	Sell	195,556 -1,828	-0.9%	-$114K	1.69%	11
2024 Q3	$12.8M	Buy	197,384 +6,233	+3%	+$382K	1.91%	11
2024 Q2	$11.7M	Buy	191,151 +59,658	+45%	+$3.58M	1.92%	11
2024 Q1	$7.62M	Buy	131,493 +117,465	+837%	+$6.6M	1.29%	14
2023 Q4	$791K	Buy	+14,028	New	+$755K	0.16%	87

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

BSW Wealth Partners's AVEM Position: Q2 2026 in Review

BSW Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.1% in Q2 2026, buying an estimated $402K and bringing the position to 210,863 shares worth $20.3M. The position accounts for 2.26% of the portfolio, ranked #9.

BSW Wealth Partners first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

BSW Wealth Partners held 210,863 shares of Avantis Emerging Markets Equity ETF worth $20.3M as of Q2 2026.
BSW Wealth Partners bought 4,362 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $402K.
Avantis Emerging Markets Equity ETF made up 2.26% of BSW Wealth Partners's portfolio in Q2 2026, its #9 holding.
BSW Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.