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

Dogwood Wealth Management’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	$1.9M	Sell	19,644 -1,630	-8%	-$150K	0.75%	29
2026 Q1	$1.71M	Sell	21,274 -136	-0.6%	-$11.3K	0.74%	31
2025 Q4	$1.65M	Sell	21,410 -1,288	-6%	-$98.6K	0.73%	33
2025 Q3	$1.7M	Sell	22,698 -615	-3%	-$43.9K	0.78%	32
2025 Q2	$1.6M	Sell	23,313 -2,341	-9%	-$147K	0.78%	33
2025 Q1	$1.54M	Sell	25,654 -537	-2%	-$32.3K	0.81%	32
2024 Q4	$1.54M	Sell	26,191 -746	-3%	-$46.4K	0.81%	34
2024 Q3	$1.74M	Sell	26,937 -16,375	-38%	-$1M	1%	27
2024 Q2	$2.65M	Buy	43,312 +16,880	+64%	+$1.01M	1.63%	21
2024 Q1	$1.53M	Buy	26,432 +2,806	+12%	+$158K	1.04%	25
2023 Q4	$1.33M	Buy	+23,626	New	+$1.27M	1.04%	24

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

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

Dogwood Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.7% in Q2 2026, selling an estimated $150K and leaving 19,644 shares worth $1.9M. The position accounts for 0.75% of the portfolio, ranked #29.

Dogwood Wealth Management first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q2 2024. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Dogwood Wealth Management held 19,644 shares of Avantis Emerging Markets Equity ETF worth $1.9M as of Q2 2026.
Dogwood Wealth Management sold 1,630 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $150K.
Avantis Emerging Markets Equity ETF made up 0.75% of Dogwood Wealth Management's portfolio in Q2 2026, its #29 holding.
Dogwood Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $2.65M in Q2 2024.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.