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

Equita Financial Network’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	$2.53M	Sell	31,342 -2,317	-7%	-$192K	0.79%	25
2025 Q4	$2.59M	Sell	33,659 -117	-0.3%	-$8.96K	0.78%	25
2025 Q3	$2.54M	Sell	33,776 -83	-0.2%	-$5.93K	0.86%	25
2025 Q2	$2.32M	Sell	33,859 -3,063	-8%	-$193K	0.92%	23
2025 Q1	$2.22M	Sell	36,922 -1,460	-4%	-$87.8K	0.78%	29
2024 Q4	$2.26M	Buy	38,382 +1,187	+3%	+$73.9K	0.82%	30
2024 Q3	$2.4M	Sell	37,195 -6,806	-15%	-$417K	0.88%	29
2024 Q2	$2.69M	Sell	44,001 -3,187	-7%	-$191K	1.12%	24
2024 Q1	$2.73M	Sell	47,188 -54,250	-53%	-$3.05M	1.23%	24
2023 Q4	$5.72M	Buy	101,438 +5,448	+6%	+$293K	3.05%	13
2023 Q3	$5.07M	Buy	+95,990	New	+$5.22M	3.12%	14

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

Equita Financial Network's AVEM Position: Q1 2026 in Review

Equita Financial Network reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.9% in Q1 2026, selling an estimated $192K and leaving 31,342 shares worth $2.53M. The position accounts for 0.79% of the portfolio, ranked #25.

Equita Financial Network first reported a position in AVEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.72M in Q4 2023. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Equita Financial Network held 31,342 shares of Avantis Emerging Markets Equity ETF worth $2.53M as of Q1 2026.
Equita Financial Network sold 2,317 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $192K.
Avantis Emerging Markets Equity ETF made up 0.79% of Equita Financial Network's portfolio in Q1 2026, its #25 holding.
Equita Financial Network first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's Avantis Emerging Markets Equity ETF position peaked at $5.72M in Q4 2023.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.