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

CogentBlue Wealth 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 Q3	$770K	Sell	8,188 -414	-5%	-$38.5K	0.72%	26
2026 Q2	$830K	Buy	8,602 +586	+7%	+$54K	0.48%	34
2026 Q1	$646K	Hold	8,016	–	–	0.43%	35
2025 Q4	$617K	Sell	8,016 -144	-2%	-$11K	0.42%	35
2025 Q3	$613K	Hold	8,160	–	–	0.42%	36
2025 Q2	$559K	Buy	8,160 +2,637	+48%	+$166K	0.43%	36
2025 Q1	$332K	Buy	5,523 +1,748	+46%	+$105K	0.29%	41
2024 Q4	$222K	Buy	+3,775	New	+$235K	0.2%	52

Other funds holding AVEM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CogentBlue Wealth Advisors's AVEM Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.8% in Q3 2026, selling an estimated $38.5K and leaving 8,188 shares worth $770K. The position accounts for 0.72% of the portfolio, ranked #26.

CogentBlue Wealth Advisors first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $830K in Q2 2026. 54 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

CogentBlue Wealth Advisors held 8,188 shares of Avantis Emerging Markets Equity ETF worth $770K as of Q3 2026.
CogentBlue Wealth Advisors sold 414 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $38.5K.
Avantis Emerging Markets Equity ETF made up 0.72% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #26 holding.
CogentBlue Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $830K in Q2 2026.
54 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.