Elevate Wealth Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Elevate 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	$89.1K	Buy	1,106 +1,048	+1,807%	+$87K	0.06%	87
2025 Q4	$4.47K	Hold	58	–	–	﹤0.01%	120
2025 Q3	$4.36K	Buy	58 +3	+5%	+$214	﹤0.01%	117
2025 Q2	$3.77K	Buy	55 +2	+4%	+$126	﹤0.01%	129
2025 Q1	$3.19K	Hold	53	–	–	﹤0.01%	127
2024 Q4	$3.12K	Buy	53 +8	+18%	+$498	﹤0.01%	115
2024 Q3	$2.91K	Buy	45 +3	+7%	+$184	﹤0.01%	120
2024 Q2	$2.57K	Buy	42 +2	+5%	+$120	﹤0.01%	110
2024 Q1	$2.32K	Buy	40 +4	+11%	+$225	﹤0.01%	105
2023 Q4	$2.03K	Buy	+36	New	+$1.94K	﹤0.01%	109

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

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

Elevate Wealth Advisory increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1,807% in Q1 2026, buying an estimated $87K and bringing the position to 1,106 shares worth $89.1K. The position accounts for 0.06% of the portfolio, ranked #87.

Elevate Wealth Advisory first reported a position in AVEM in Q4 2023 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Elevate Wealth Advisory held 1,106 shares of Avantis Emerging Markets Equity ETF worth $89.1K as of Q1 2026.
Elevate Wealth Advisory bought 1,048 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $87K.
Avantis Emerging Markets Equity ETF made up 0.06% of Elevate Wealth Advisory's portfolio in Q1 2026, its #87 holding.
Elevate Wealth Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.