Burk Holdings’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Burk Holdings’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 Q3	$5.85M	Buy	62,266 +2,735	+5%	+$254K	2.03%	17
2026 Q2	$5.74M	Buy	59,531 +8,713	+17%	+$804K	2.12%	16
2026 Q1	$4.09M	Buy	50,818 +2,761	+6%	+$229K	1.76%	18
2025 Q4	$3.7M	Sell	48,057 -344	-0.7%	-$26.3K	1.77%	18
2025 Q3	$3.64M	Sell	48,401 -400	-0.8%	-$28.6K	1.94%	18
2025 Q2	$3.34M	Buy	48,801 +7,279	+18%	+$458K	2.09%	18
2025 Q1	$2.5M	Buy	41,522 +38	+0.1%	+$2.28K	1.89%	19
2024 Q4	$2.44M	Buy	+41,484	New	+$2.58M	1.97%	18

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Burk Holdings's AVEM Position: Q3 2026 in Review

Burk Holdings increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.6% in Q3 2026, buying an estimated $254K and bringing the position to 62,266 shares worth $5.85M. The position accounts for 2.03% of the portfolio, ranked #17.

Burk Holdings first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 672 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Burk Holdings held 62,266 shares of Avantis Emerging Markets Equity ETF worth $5.85M as of Q3 2026.
Burk Holdings bought 2,735 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $254K.
Avantis Emerging Markets Equity ETF made up 2.03% of Burk Holdings's portfolio in Q3 2026, its #17 holding.
Burk Holdings first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
672 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.