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

Delap Wealth Advisory’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	$1.76M	Sell	18,200 -601	-3%	-$55.4K	0.59%	32
2026 Q1	$1.51M	Sell	18,801 -1,077	-5%	-$89.4K	0.57%	32
2025 Q4	$1.53M	Sell	19,878 -589	-3%	-$45.1K	0.59%	34
2025 Q3	$1.55M	Hold	20,467	–	–	0.65%	30
2025 Q2	$1.4M	Buy	+20,467	New	+$1.29M	0.67%	29

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

Delap Wealth Advisory's AVEM Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.2% in Q2 2026, selling an estimated $55.4K and leaving 18,200 shares worth $1.76M. The position accounts for 0.59% of the portfolio, ranked #32.

Delap Wealth Advisory first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Delap Wealth Advisory held 18,200 shares of Avantis Emerging Markets Equity ETF worth $1.76M as of Q2 2026.
Delap Wealth Advisory sold 601 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $55.4K.
Avantis Emerging Markets Equity ETF made up 0.59% of Delap Wealth Advisory's portfolio in Q2 2026, its #32 holding.
Delap Wealth Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.