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

Envision Financial’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 Q3	$700K	Buy	7,448 +3,803	+104%	+$354K	0.31%	34
2026 Q2	$352K	Sell	3,645 -95	-3%	-$8.76K	0.16%	43
2026 Q1	$301K	Buy	3,740 +130	+4%	+$10.8K	0.16%	42
2025 Q4	$278K	Hold	3,610	–	–	0.15%	42
2025 Q3	$271K	Sell	3,610 -347	-9%	-$24.8K	0.16%	42
2025 Q2	$271K	Buy	+3,957	New	+$249K	0.18%	44

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Envision Financial's AVEM Position: Q3 2026 in Review

Envision Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 104% in Q3 2026, buying an estimated $354K and bringing the position to 7,448 shares worth $700K. The position accounts for 0.31% of the portfolio, ranked #34.

Envision Financial first reported a position in AVEM in Q2 2025 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Envision Financial held 7,448 shares of Avantis Emerging Markets Equity ETF worth $700K as of Q3 2026.
Envision Financial bought 3,803 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $354K.
Avantis Emerging Markets Equity ETF made up 0.31% of Envision Financial's portfolio in Q3 2026, its #34 holding.
Envision Financial first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.