CHWM
AVEM icon

Cauble & Harre Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cauble & Harre Wealth Management’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 		$987K Buy
10,228
+3,733
+57% +$344K 0.79% 30
2026
Q1 		$605K Buy
+6,495
New +$539K 0.48% 42

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cauble & Harre Wealth Management's AVEM Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 57% in Q2 2026, buying an estimated $344K and bringing the position to 10,228 shares worth $987K. The position accounts for 0.79% of the portfolio, ranked #30.

Cauble & Harre Wealth Management first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Cauble & Harre Wealth Management held 10,228 shares of Avantis Emerging Markets Equity ETF worth $987K as of Q2 2026.
  • Cauble & Harre Wealth Management bought 3,733 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $344K.
  • Avantis Emerging Markets Equity ETF made up 0.79% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Cauble & Harre Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.