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 Q3	$1.71M	Hold	18,200	–	–	0.59%	31
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Delap Wealth Advisory's AVEM Position: Q3 2026 in Review

Delap Wealth Advisory held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q3 2026 at 18,200 shares worth $1.71M. The position accounts for 0.59% of the portfolio, ranked #31.

Delap Wealth Advisory first reported a position in AVEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q2 2026. 768 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Delap Wealth Advisory held 18,200 shares of Avantis Emerging Markets Equity ETF worth $1.71M as of Q3 2026.
Delap Wealth Advisory left its Avantis Emerging Markets Equity ETF share count unchanged in Q3 2026.
Avantis Emerging Markets Equity ETF made up 0.59% of Delap Wealth Advisory's portfolio in Q3 2026, its #31 holding.
Delap Wealth Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 6 quarters since.
Delap Wealth Advisory's Avantis Emerging Markets Equity ETF position peaked at $1.76M in Q2 2026.
768 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.