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 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 $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Delap Wealth Advisory's AVEM Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.4% in Q1 2026, selling an estimated $89.4K and leaving 18,801 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #32.

Delap Wealth Advisory first reported a position in AVEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q3 2025. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Delap Wealth Advisory held 18,801 shares of Avantis Emerging Markets Equity ETF worth $1.51M as of Q1 2026.
Delap Wealth Advisory sold 1,077 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $89.4K.
Avantis Emerging Markets Equity ETF made up 0.57% of Delap Wealth Advisory's portfolio in Q1 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 4 quarters since.
Delap Wealth Advisory's Avantis Emerging Markets Equity ETF position peaked at $1.55M in Q3 2025.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.