EFA
AVEM icon

Edge Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$277K Sell
3,597
-904
-20% -$69.2K 0.12% 121
2025
Q3 		$338K Sell
4,501
-307
-6% -$21.9K 0.15% 102
2025
Q2 		$330K Buy
+4,808
New +$303K 0.17% 91

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Edge Financial Advisors's AVEM Position: Q4 2025 in Review

Edge Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q4 2025, selling an estimated $69.2K and leaving 3,597 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #121.

Edge Financial Advisors first reported a position in AVEM in Q2 2025 and has held it in 3 quarters since. The position peaked at $338K in Q3 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • Edge Financial Advisors held 3,597 shares of Avantis Emerging Markets Equity ETF worth $277K as of Q4 2025.
  • Edge Financial Advisors sold 904 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $69.2K.
  • Avantis Emerging Markets Equity ETF made up 0.12% of Edge Financial Advisors's portfolio in Q4 2025, its #121 holding.
  • Edge Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Edge Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $338K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.