Evermay Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.1K Sell
115
-6
-5% -$553 ﹤0.01% 500
2026
Q1
$9.75K Buy
+121
New +$10K ﹤0.01% 464
2025
Q1
Sell
-16
Closed -$951 582
2024
Q4
$951 Buy
+16
New +$996 ﹤0.01% 529

Other funds holding AVEM

Evermay Wealth Management's AVEM Position: Q2 2026 in Review

Evermay Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 5% in Q2 2026, selling an estimated $553 and leaving 115 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Evermay Wealth Management first reported a position in AVEM in Q4 2024 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Evermay Wealth Management held 115 shares of Avantis Emerging Markets Equity ETF worth $11.1K as of Q2 2026.
  • Evermay Wealth Management sold 6 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $553.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Evermay Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.