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

Echo 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 Q1	$10.9M	Buy	134,959 +32,771	+32%	+$2.72M	6.26%	5
2025 Q4	$7.87M	Buy	102,188 +24,256	+31%	+$1.86M	4.6%	9
2025 Q3	$5.85M	Buy	77,932 +185	+0.2%	+$13.2K	3.42%	11
2025 Q2	$5.33M	Buy	77,747 +1,294	+2%	+$81.5K	3.27%	10
2025 Q1	$4.6M	Sell	76,453 -14,500	-16%	-$872K	3.11%	11
2024 Q4	$5.35M	Buy	90,953 +1,629	+2%	+$101K	3.7%	10
2024 Q3	$5.74M	Sell	89,324 -1,974	-2%	-$121K	4.01%	10
2024 Q2	$5.58M	Buy	91,298 +3,880	+4%	+$233K	4.2%	10
2024 Q1	$5.07M	Sell	87,418 -185	-0.2%	-$10.4K	4.2%	9
2023 Q4	$4.85M	Buy	87,603 +2,445	+3%	+$132K	4.53%	10
2023 Q3	$4.5M	Buy	85,158 +5,178	+6%	+$281K	4.84%	6
2023 Q2	$4.46M	Sell	79,980 -4,024	-5%	-$214K	4.82%	6
2023 Q1	$4.44M	Buy	84,004 +8,154	+11%	+$433K	4.91%	6
2022 Q4	$4.14M	Buy	+75,850	New	+$3.71M	4.41%	8

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

Echo Wealth Management's AVEM Position: Q1 2026 in Review

Echo Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 32% in Q1 2026, buying an estimated $2.72M and bringing the position to 134,959 shares worth $10.9M. The position accounts for 6.26% of the portfolio, ranked #5.

Echo Wealth Management first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Echo Wealth Management held 134,959 shares of Avantis Emerging Markets Equity ETF worth $10.9M as of Q1 2026.
Echo Wealth Management bought 32,771 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.72M.
Avantis Emerging Markets Equity ETF made up 6.26% of Echo Wealth Management's portfolio in Q1 2026, its #5 holding.
Echo Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

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