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

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

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.

1,006 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.
1,006 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.