EP Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

EP Wealth 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
2026 Q2	$31.9M	Buy	331,094 +257,360	+349%	+$23.7M	0.12%	130
2026 Q1	$5.94M	Buy	73,734 +1,293	+2%	+$107K	0.03%	283
2025 Q4	$5.58M	Buy	+72,441	New	+$5.55M	0.03%	261
2025 Q2	$3.91M	Sell	57,064 -379	-0.7%	-$23.9K	0.03%	298
2025 Q1	$3.46M	Sell	57,443 -807	-1%	-$48.5K	0.03%	271
2024 Q4	$3.42M	Buy	58,250 +2,840	+5%	+$177K	0.03%	266
2024 Q3	$3.58M	Sell	55,410 -1,734	-3%	-$106K	0.03%	262
2024 Q2	$3.49M	Sell	57,144 -5,553	-9%	-$333K	0.04%	213
2024 Q1	$3.63M	Buy	62,697 +129	+0.2%	+$7.25K	0.04%	207
2023 Q4	$3.53M	Buy	62,568 +935	+2%	+$50.3K	0.05%	198
2023 Q3	$3.25M	Sell	61,633 -47,759	-44%	-$2.6M	0.05%	192
2023 Q2	$3.32M	Buy	109,392 +40,954	+60%	+$2.18M	0.05%	192
2023 Q1	$3.62M	Sell	68,438 -6,450	-9%	-$343K	0.06%	167
2022 Q4	$3.78M	Sell	74,888 -11,784	-14%	-$576K	0.07%	152
2022 Q3	$3.98M	Sell	86,672 -1,409	-2%	-$71.7K	0.09%	127
2022 Q2	$4.58M	Sell	88,081 -15,735	-15%	-$872K	0.1%	116
2022 Q1	$6.15M	Sell	103,816 -6,579	-6%	-$404K	0.14%	96
2021 Q4	$6.99M	Buy	+110,395	New	+$7.11M	0.17%	81

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EP Wealth Advisors's AVEM Position: Q2 2026 in Review

EP Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 349% in Q2 2026, buying an estimated $23.7M and bringing the position to 331,094 shares worth $31.9M. The position accounts for 0.12% of the portfolio, ranked #130.

EP Wealth Advisors first reported a position in AVEM in Q4 2021 and has held it in 18 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

EP Wealth Advisors held 331,094 shares of Avantis Emerging Markets Equity ETF worth $31.9M as of Q2 2026.
EP Wealth Advisors bought 257,360 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $23.7M.
Avantis Emerging Markets Equity ETF made up 0.12% of EP Wealth Advisors's portfolio in Q2 2026, its #130 holding.
EP Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.