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

Copley 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 Q1	$257K	Sell	3,195 -147	-4%	-$12.2K	0.16%	107
2025 Q4	$257K	Sell	3,342 -98	-3%	-$7.5K	0.16%	99
2025 Q3	$258K	Sell	3,440 -62	-2%	-$4.43K	0.18%	94
2025 Q2	$240K	Sell	3,502 -195	-5%	-$12.3K	0.18%	93
2025 Q1	$222K	Buy	+3,697	New	+$222K	0.17%	96
2024 Q4	–	Sell	-14	Closed	-$904	–	117
2024 Q3	$904	Buy	+14	New	+$857	﹤0.01%	198

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

Copley Financial Group's AVEM Position: Q1 2026 in Review

Copley Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.4% in Q1 2026, selling an estimated $12.2K and leaving 3,195 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #107.

Copley Financial Group first reported a position in AVEM in Q3 2024 and has held it in 6 quarters since. The position peaked at $258K in Q3 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Copley Financial Group held 3,195 shares of Avantis Emerging Markets Equity ETF worth $257K as of Q1 2026.
Copley Financial Group sold 147 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $12.2K.
Avantis Emerging Markets Equity ETF made up 0.16% of Copley Financial Group's portfolio in Q1 2026, its #107 holding.
Copley Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 6 quarters since.
Copley Financial Group's Avantis Emerging Markets Equity ETF position peaked at $258K in Q3 2025.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.