Comprehensive Financial Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Comprehensive Financial Planning’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	$286K	Buy	3,548 +3,240	+1,052%	+$269K	0.2%	88
2025 Q4	$23.8K	Buy	308 +4	+1%	+$306	0.02%	204
2025 Q3	$22.8K	Hold	304	–	–	0.02%	203
2025 Q2	$20.8K	Buy	304 +5	+2%	+$315	0.02%	194
2025 Q1	$18K	Sell	299 -1	-0.3%	-$60	0.02%	181
2024 Q4	$17.6K	Buy	+300	New	+$18.7K	0.01%	209

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

Comprehensive Financial Planning's AVEM Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1,052% in Q1 2026, buying an estimated $269K and bringing the position to 3,548 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #88.

Comprehensive Financial Planning first reported a position in AVEM in Q4 2024 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Comprehensive Financial Planning held 3,548 shares of Avantis Emerging Markets Equity ETF worth $286K as of Q1 2026.
Comprehensive Financial Planning bought 3,240 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $269K.
Avantis Emerging Markets Equity ETF made up 0.2% of Comprehensive Financial Planning's portfolio in Q1 2026, its #88 holding.
Comprehensive Financial Planning first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.