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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.5M Sell
25,931
-18,835
-42% -$1.74M 2.12% 18
2026
Q1
$3.61M Sell
44,766
-25,470
-36% -$2.12M 3.39% 10
2025
Q4
$5.84M Buy
+70,236
New +$5.38M 5.08% 6

Other funds holding AVEM

Curtis Wealth Management's AVEM Position: Q2 2026 in Review

Curtis Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 42% in Q2 2026, selling an estimated $1.74M and leaving 25,931 shares worth $2.5M. The position accounts for 2.12% of the portfolio, ranked #18.

Curtis Wealth Management first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.84M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Curtis Wealth Management held 25,931 shares of Avantis Emerging Markets Equity ETF worth $2.5M as of Q2 2026.
  • Curtis Wealth Management sold 18,835 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.74M.
  • Avantis Emerging Markets Equity ETF made up 2.12% of Curtis Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Curtis Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Curtis Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $5.84M in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.