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Cooper Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cooper Financial Group’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 		$22.6M Buy
240,721
+12,750
+6% +$1.19M 1.8% 14
2026
Q2 		$22M Buy
227,971
+123,620
+118% +$11.4M 1.82% 15
2026
Q1 		$8.41M Buy
104,351
+10,697
+11% +$888K 0.85% 25
2025
Q4 		$7.21M Buy
+93,654
New +$7.17M 0.77% 25

Other funds holding AVEM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
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
AP
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Cooper Financial Group's AVEM Position: Q3 2026 in Review

Cooper Financial Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.6% in Q3 2026, buying an estimated $1.19M and bringing the position to 240,721 shares worth $22.6M. The position accounts for 1.8% of the portfolio, ranked #14.

Cooper Financial Group first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Cooper Financial Group held 240,721 shares of Avantis Emerging Markets Equity ETF worth $22.6M as of Q3 2026.
  • Cooper Financial Group bought 12,750 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $1.19M.
  • Avantis Emerging Markets Equity ETF made up 1.8% of Cooper Financial Group's portfolio in Q3 2026, its #14 holding.
  • Cooper Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.