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

Creative 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	$86M	Sell	891,693 -27,886	-3%	-$2.57M	0.05%	164
2026 Q1	$74.1M	Sell	919,579 -54,718	-6%	-$4.54M	0.05%	159
2025 Q4	$75M	Sell	974,297 -29,553	-3%	-$2.26M	0.05%	154
2025 Q3	$75.4M	Sell	1,003,850 -36,600	-4%	-$2.61M	0.06%	139
2025 Q2	$71.3M	Sell	1,040,450 -68,739	-6%	-$4.33M	0.06%	132
2025 Q1	$66.7M	Sell	1,109,189 -49,801	-4%	-$2.99M	0.06%	128
2024 Q4	$68.1M	Sell	1,158,990 -95,068	-8%	-$5.92M	0.07%	114
2024 Q3	$81M	Sell	1,254,058 -51,464	-4%	-$3.15M	0.08%	103
2024 Q2	$79.8M	Sell	1,305,522 -49,775	-4%	-$2.98M	0.09%	99
2024 Q1	$78.6M	Sell	1,355,297 -130,528	-9%	-$7.34M	0.09%	99
2023 Q4	$83.8M	Sell	1,485,825 -233,234	-14%	-$12.5M	0.16%	85
2023 Q3	$90.7M	Sell	1,719,059 -237,335	-12%	-$12.9M	0.12%	83
2023 Q2	$105M	Sell	1,956,394 -184,677	-9%	-$9.82M	0.14%	73
2023 Q1	$113M	Sell	2,141,071 -1,442,326	-40%	-$76.6M	0.16%	70
2022 Q4	$181M	Buy	+3,583,397	New	+$175M	0.27%	50

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 22.96% 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 Planning's AVEM Position: Q2 2026 in Review

Creative Planning reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3% in Q2 2026, selling an estimated $2.57M and leaving 891,693 shares worth $86M. The position accounts for 0.05% of the portfolio, ranked #164.

Creative Planning first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $181M in Q4 2022. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Creative Planning held 891,693 shares of Avantis Emerging Markets Equity ETF worth $86M as of Q2 2026.
Creative Planning sold 27,886 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.57M.
Avantis Emerging Markets Equity ETF made up 0.05% of Creative Planning's portfolio in Q2 2026, its #164 holding.
Creative Planning first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Creative Planning's Avantis Emerging Markets Equity ETF position peaked at $181M in Q4 2022.
1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.