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

Everhart Financial Group’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	$201K	Buy	+2,085	New	+$192K	0.01%	462

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Everhart Financial Group's AVEM Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 2,085 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings.

240 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Everhart Financial Group held 2,085 shares of Avantis Emerging Markets Equity ETF worth $201K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Everhart Financial Group position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #462 holding.
240 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.