Caliber Wealth Management (Kansas)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Caliber Wealth Management (Kansas)’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	$21.4M	Buy	221,589 +3,754	+2%	+$346K	2.06%	10
2026 Q1	$17.6M	Sell	217,835 -4,814	-2%	-$400K	1.92%	11
2025 Q4	$17.1M	Buy	222,649 +9,476	+4%	+$725K	1.85%	13
2025 Q3	$16M	Buy	213,173 +11,443	+6%	+$817K	1.79%	13
2025 Q2	$13.8M	Buy	201,730 +25,474	+14%	+$1.6M	1.49%	14
2025 Q1	$10.6M	Buy	+176,256	New	+$10.6M	1.45%	15

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

Caliber Wealth Management (Kansas)'s AVEM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.7% in Q2 2026, buying an estimated $346K and bringing the position to 221,589 shares worth $21.4M. The position accounts for 2.06% of the portfolio, ranked #10.

Caliber Wealth Management (Kansas) first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Caliber Wealth Management (Kansas) held 221,589 shares of Avantis Emerging Markets Equity ETF worth $21.4M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 3,754 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $346K.
Avantis Emerging Markets Equity ETF made up 2.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #10 holding.
Caliber Wealth Management (Kansas) first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.