Claris Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Claris Advisors’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 Q1	$231K	Buy	2,867 +2	+0.1%	+$166	0.07%	61
2025 Q4	$221K	Sell	2,865 -170	-6%	-$13K	0.07%	65
2025 Q3	$208K	Hold	3,035	–	–	0.07%	69
2025 Q2	$208K	Buy	+3,035	New	+$191K	0.07%	69
2024 Q4	–	Sell	-2,944	Closed	-$190K	–	160
2024 Q3	$190K	Buy	+2,944	New	+$180K	0.08%	63

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Claris Advisors's AVEM Position: Q1 2026 in Review

Claris Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.07% in Q1 2026, buying an estimated $166 and bringing the position to 2,867 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #61.

Claris Advisors first reported a position in AVEM in Q3 2024 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Claris Advisors held 2,867 shares of Avantis Emerging Markets Equity ETF worth $231K as of Q1 2026.
Claris Advisors bought 2 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $166.
Avantis Emerging Markets Equity ETF made up 0.07% of Claris Advisors's portfolio in Q1 2026, its #61 holding.
Claris Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.