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 Q2	$379K	Buy	3,929 +381	+11%	+$35.1K	0.2%	96
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 $1.55T 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 22.9% 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

Comprehensive Financial Planning's AVEM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 11% in Q2 2026, buying an estimated $35.1K and bringing the position to 3,929 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #96.

Comprehensive Financial Planning first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Comprehensive Financial Planning held 3,929 shares of Avantis Emerging Markets Equity ETF worth $379K as of Q2 2026.
Comprehensive Financial Planning bought 381 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $35.1K.
Avantis Emerging Markets Equity ETF made up 0.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #96 holding.
Comprehensive Financial Planning first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.