Capital Analysts LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Capital Analysts LLC’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	$19.8M	Buy	205,091 +15,821	+8%	+$1.46M	0.46%	50
2026 Q1	$15.3M	Buy	189,270 +151,235	+398%	+$12.6M	0.4%	56
2025 Q4	$2.93M	Buy	38,035 +9,146	+32%	+$700K	0.08%	199
2025 Q3	$2.17M	Buy	28,889 +4,344	+18%	+$310K	0.06%	226
2025 Q2	$1.68M	Buy	24,545 +8,004	+48%	+$504K	0.06%	227
2025 Q1	$995K	Buy	16,541 +8,823	+114%	+$531K	0.04%	264
2024 Q4	$454K	Sell	7,718 -5,587	-42%	-$348K	0.02%	344
2024 Q3	$860K	Buy	13,305 +789	+6%	+$48.3K	0.04%	258
2024 Q2	$765K	Buy	+12,516	New	+$750K	0.03%	281

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

Capital Analysts LLC's AVEM Position: Q2 2026 in Review

Capital Analysts LLC increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.4% in Q2 2026, buying an estimated $1.46M and bringing the position to 205,091 shares worth $19.8M. The position accounts for 0.46% of the portfolio, ranked #50.

Capital Analysts LLC first reported a position in AVEM in Q2 2024 and has held it in 9 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Capital Analysts LLC held 205,091 shares of Avantis Emerging Markets Equity ETF worth $19.8M as of Q2 2026.
Capital Analysts LLC bought 15,821 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.46M.
Avantis Emerging Markets Equity ETF made up 0.46% of Capital Analysts LLC's portfolio in Q2 2026, its #50 holding.
Capital Analysts LLC first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 9 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.