BWM Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BWM Planning’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	$5.55M	Buy	57,500 +3,821	+7%	+$352K	1.29%	19
2026 Q1	$4.33M	Sell	53,679 -1,027	-2%	-$85.3K	1.14%	20
2025 Q4	$4.21M	Sell	54,706 -1,403	-3%	-$107K	1.13%	22
2025 Q3	$4.21M	Buy	56,109 +2,223	+4%	+$159K	1.25%	22
2025 Q2	$3.69M	Buy	53,886 +10,743	+25%	+$677K	1.27%	21
2025 Q1	$2.6M	Buy	43,143 +1,619	+4%	+$97.3K	1.1%	25
2024 Q4	$2.44M	Buy	41,524 +3,869	+10%	+$241K	1.06%	25
2024 Q3	$2.43M	Buy	+37,655	New	+$2.31M	1.08%	25

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

BWM Planning's AVEM Position: Q2 2026 in Review

BWM Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.1% in Q2 2026, buying an estimated $352K and bringing the position to 57,500 shares worth $5.55M. The position accounts for 1.29% of the portfolio, ranked #19.

BWM Planning first reported a position in AVEM in Q3 2024 and has held it in 8 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

BWM Planning held 57,500 shares of Avantis Emerging Markets Equity ETF worth $5.55M as of Q2 2026.
BWM Planning bought 3,821 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $352K.
Avantis Emerging Markets Equity ETF made up 1.29% of BWM Planning's portfolio in Q2 2026, its #19 holding.
BWM Planning first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.