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 Q2	$1.48M	Sell	15,366 -83	-0.5%	-$7.65K	0.07%	231
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 $1.55T 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

Creative Financial Designs's AVEM Position: Q2 2026 in Review

Creative Financial Designs reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.54% in Q2 2026, selling an estimated $7.65K and leaving 15,366 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #231.

Creative Financial Designs first reported a position in AVEM in Q1 2023 and has held it in 13 quarters since. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Creative Financial Designs held 15,366 shares of Avantis Emerging Markets Equity ETF worth $1.48M as of Q2 2026.
Creative Financial Designs sold 83 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.65K.
Avantis Emerging Markets Equity ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #231 holding.
Creative Financial Designs first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.