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Elevation Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Elevation Wealth Partners’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 		$10.6M Buy
109,366
+3,307
+3% +$305K 3.16% 6
2026
Q1 		$8.55M Buy
106,059
+2,858
+3% +$237K 3.06% 7
2025
Q4 		$7.95M Buy
103,201
+4,809
+5% +$368K 2.81% 8
2025
Q3 		$7.39M Buy
98,392
+5,672
+6% +$405K 2.66% 8
2025
Q2 		$6.36M Buy
92,720
+22,113
+31% +$1.39M 2.51% 7
2025
Q1 		$4.25M Sell
70,607
-198,579
-74% -$11.9M 1.84% 11
2024
Q4 		$17.5M Buy
269,186
+206,172
+327% +$12.8M 7.41% 2
2024
Q3 		$4.07M Buy
63,014
+1,009
+2% +$61.8K 1.75% 12
2024
Q2 		$3.79M Buy
62,005
+1,706
+3% +$102K 1.79% 10
2024
Q1 		$3.49M Buy
60,299
+1,423
+2% +$80K 1.75% 11
2023
Q4 		$3.11M Sell
58,876
-70
-0.1% -$3.77K 1.86% 11
2023
Q3 		$3.11M Buy
58,946
+166
+0.3% +$9.02K 2.69% 8
2023
Q2 		$3.16M Buy
58,780
+449
+0.8% +$23.9K 2.66% 8
2023
Q1 		$3.09M Buy
+58,331
New +$3.1M 2.82% 8

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Elevation Wealth Partners's AVEM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.1% in Q2 2026, buying an estimated $305K and bringing the position to 109,366 shares worth $10.6M. The position accounts for 3.16% of the portfolio, ranked #6.

Elevation Wealth Partners first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.5M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Elevation Wealth Partners held 109,366 shares of Avantis Emerging Markets Equity ETF worth $10.6M as of Q2 2026.
  • Elevation Wealth Partners bought 3,307 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $305K.
  • Avantis Emerging Markets Equity ETF made up 3.16% of Elevation Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Elevation Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $17.5M in Q4 2024.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.