Evensky & Katz’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Evensky & Katz’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	$1.86M	Buy	23,074 +657	+3%	+$54.6K	0.11%	45
2025 Q4	$1.73M	Sell	22,417 -1,281	-5%	-$98.1K	0.1%	47
2025 Q3	$1.78M	Hold	23,698	–	–	0.1%	46
2025 Q2	$1.62M	Buy	23,698 +1,159	+5%	+$73K	0.1%	47
2025 Q1	$1.36M	Hold	22,539	–	–	0.09%	48
2024 Q4	$1.32M	Sell	22,539 -949	-4%	-$59.1K	0.09%	49
2024 Q3	$1.52M	Hold	23,488	–	–	0.1%	47
2024 Q2	$1.44M	Buy	23,488 +39	+0.2%	+$2.34K	0.1%	47
2024 Q1	$1.36M	Sell	23,449 -297	-1%	-$16.7K	0.1%	47
2023 Q4	$1.34M	Buy	23,746 +85	+0.4%	+$4.57K	0.1%	46
2023 Q3	$1.25M	Hold	23,661	–	–	0.11%	44
2023 Q2	$1.27M	Buy	23,661 +45	+0.2%	+$2.39K	0.1%	46
2023 Q1	$1.25M	Hold	23,616	–	–	0.1%	46
2022 Q4	$1.19M	Buy	23,616 +4,076	+21%	+$199K	0.11%	47
2022 Q3	$897K	Buy	+19,540	New	+$995K	0.11%	48

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

Evensky & Katz's AVEM Position: Q1 2026 in Review

Evensky & Katz increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.9% in Q1 2026, buying an estimated $54.6K and bringing the position to 23,074 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #45.

Evensky & Katz first reported a position in AVEM in Q3 2022 and has held it in 15 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Evensky & Katz held 23,074 shares of Avantis Emerging Markets Equity ETF worth $1.86M as of Q1 2026.
Evensky & Katz bought 657 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $54.6K.
Avantis Emerging Markets Equity ETF made up 0.11% of Evensky & Katz's portfolio in Q1 2026, its #45 holding.
Evensky & Katz first reported a position in Avantis Emerging Markets Equity ETF in Q3 2022 and has held it in 15 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.