CW
AVEM icon

Curio Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Curio Wealth’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 		$10.5M Buy
108,998
+6,254
+6% +$577K 3.26% 7
2026
Q1 		$8.28M Buy
102,744
+9,122
+10% +$757K 2.83% 8
2025
Q4 		$7.2M Buy
93,622
+9,042
+11% +$692K 2.55% 9
2025
Q3 		$6.35M Buy
84,580
+7,497
+10% +$536K 2.61% 8
2025
Q2 		$5.28M Buy
77,083
+76,928
+49,631% +$4.85M 2.31% 9
2025
Q1 		$3.08M Sell
155
-50,835
-100% -$3.06M 1.61% 14
2024
Q4 		$3M Buy
+50,990
New +$3.17M 1.61% 14

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Curio Wealth's AVEM Position: Q2 2026 in Review

Curio Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.1% in Q2 2026, buying an estimated $577K and bringing the position to 108,998 shares worth $10.5M. The position accounts for 3.26% of the portfolio, ranked #7.

Curio Wealth first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Curio Wealth held 108,998 shares of Avantis Emerging Markets Equity ETF worth $10.5M as of Q2 2026.
  • Curio Wealth bought 6,254 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $577K.
  • Avantis Emerging Markets Equity ETF made up 3.26% of Curio Wealth's portfolio in Q2 2026, its #7 holding.
  • Curio Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.