D'Orazio & Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

D'Orazio & Associates’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	$10.7M	Buy	111,228 +18,347	+20%	+$1.69M	1.24%	19
2026 Q1	$7.48M	Buy	92,881 +7,955	+9%	+$661K	0.97%	22
2025 Q4	$6.54M	Buy	84,926 +819	+1%	+$62.7K	0.84%	22
2025 Q3	$6.32M	Sell	84,107 -7,552	-8%	-$539K	0.83%	22
2025 Q2	$6.28M	Buy	91,659 +57,022	+165%	+$3.59M	0.89%	20
2025 Q1	$2.08M	Buy	34,637 +9,725	+39%	+$585K	0.32%	32
2024 Q4	$1.46M	Sell	24,912 -307	-1%	-$19.1K	0.22%	42
2024 Q3	$1.63M	Sell	25,219 -50	-0.2%	-$3.06K	0.23%	36
2024 Q2	$1.54M	Buy	25,269 +1,995	+9%	+$120K	0.24%	36
2024 Q1	$1.35M	Buy	23,274 +1,745	+8%	+$98.1K	0.22%	40
2023 Q4	$1.21M	Buy	+21,529	New	+$1.16M	0.22%	39

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

D'Orazio & Associates's AVEM Position: Q2 2026 in Review

D'Orazio & Associates increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q2 2026, buying an estimated $1.69M and bringing the position to 111,228 shares worth $10.7M. The position accounts for 1.24% of the portfolio, ranked #19.

D'Orazio & Associates first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

D'Orazio & Associates held 111,228 shares of Avantis Emerging Markets Equity ETF worth $10.7M as of Q2 2026.
D'Orazio & Associates bought 18,347 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.69M.
Avantis Emerging Markets Equity ETF made up 1.24% of D'Orazio & Associates's portfolio in Q2 2026, its #19 holding.
D'Orazio & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.