EnRich Financial Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.67M Sell
79,476
-323
-0.4% -$29.8K 1.82% 18
2026
Q1
$6.43M Buy
79,799
+3,058
+4% +$254K 1.71% 17
2025
Q4
$5.91M Buy
76,741
+1,850
+2% +$142K 1.61% 18
2025
Q3
$5.63M Sell
74,891
-1,222
-2% -$87.3K 1.6% 18
2025
Q2
$5.22M Buy
76,113
+4,513
+6% +$284K 1.6% 18
2025
Q1
$4.31M Buy
71,600
+326
+0.5% +$19.6K 1.45% 18
2024
Q4
$4.19M Buy
71,274
+1,996
+3% +$124K 1.4% 18
2024
Q3
$4.48M Buy
69,278
+1,770
+3% +$108K 1.5% 18
2024
Q2
$4.12M Sell
67,508
-169
-0.2% -$10.1K 1.51% 18
2024
Q1
$3.92M Sell
67,677
-218
-0.3% -$12.3K 1.47% 18
2023
Q4
$3.83M Buy
+67,895
New +$3.65M 1.6% 17

Other funds holding AVEM

EnRich Financial Partners's AVEM Position: Q2 2026 in Review

EnRich Financial Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.4% in Q2 2026, selling an estimated $29.8K and leaving 79,476 shares worth $7.67M. The position accounts for 1.82% of the portfolio, ranked #18.

EnRich Financial Partners first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • EnRich Financial Partners held 79,476 shares of Avantis Emerging Markets Equity ETF worth $7.67M as of Q2 2026.
  • EnRich Financial Partners sold 323 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $29.8K.
  • Avantis Emerging Markets Equity ETF made up 1.82% of EnRich Financial Partners's portfolio in Q2 2026, its #18 holding.
  • EnRich Financial Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.