Creative Financial Designs’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Creative Financial Designs’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	$1.24M	Buy	15,449 +2,615	+20%	+$217K	0.08%	207
2025 Q4	$988K	Buy	12,834 +6,330	+97%	+$485K	0.06%	231
2025 Q3	$489K	Buy	6,504 +3	+0%	+$214	0.03%	326
2025 Q2	$446K	Buy	6,501 +16	+0.2%	+$1.01K	0.03%	336
2025 Q1	$390K	Buy	+6,485	New	+$390K	0.03%	319
2024 Q4	–	Sell	-1,038	Closed	-$67.1K	–	1794
2024 Q3	$67.1K	Hold	1,038	–	–	0.01%	697
2024 Q2	$63.4K	Buy	1,038 +74	+8%	+$4.44K	0.01%	690
2024 Q1	$55.9K	Sell	964 -82	-8%	-$4.61K	0.01%	701
2023 Q4	$59K	Sell	1,046 -12	-1%	-$646	0.01%	638
2023 Q3	$55.8K	Buy	1,058 +33	+3%	+$1.79K	0.01%	602
2023 Q2	$55.1K	Buy	1,025 +13	+1%	+$691	0.01%	612
2023 Q1	$53.5K	Buy	+1,012	New	+$53.7K	0.01%	582

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

Creative Financial Designs's AVEM Position: Q1 2026 in Review

Creative Financial Designs increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q1 2026, buying an estimated $217K and bringing the position to 15,449 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #207.

Creative Financial Designs first reported a position in AVEM in Q1 2023 and has held it in 12 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Creative Financial Designs held 15,449 shares of Avantis Emerging Markets Equity ETF worth $1.24M as of Q1 2026.
Creative Financial Designs bought 2,615 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $217K.
Avantis Emerging Markets Equity ETF made up 0.08% of Creative Financial Designs's portfolio in Q1 2026, its #207 holding.
Creative Financial Designs first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 12 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.