EverSource Wealth Advisors’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
$4.73M Sell
49,052
-12,099
-20% -$1.12M 0.16% 123
2026
Q1
$4.93M Buy
61,151
+19,222
+46% +$1.6M 0.15% 122
2025
Q4
$3.23M Buy
41,929
+31,603
+306% +$2.42M 0.12% 140
2025
Q3
$776K Buy
10,326
+1,394
+16% +$99.6K 0.03% 373
2025
Q2
$612K Sell
8,932
-221
-2% -$13.9K 0.03% 391
2025
Q1
$551K Buy
9,153
+2,286
+33% +$137K 0.03% 361
2024
Q4
$404K Buy
6,867
+958
+16% +$59.6K 0.02% 420
2024
Q3
$382K Buy
5,909
+1,348
+30% +$82.5K 0.02% 386
2024
Q2
$279K Buy
4,561
+550
+14% +$33K 0.02% 463
2024
Q1
$234K Sell
4,011
-11,879
-75% -$668K 0.02% 444
2023
Q4
$896K Buy
15,890
+228
+1% +$12.3K 0.08% 173
2023
Q3
$827K Buy
15,662
+551
+4% +$29.9K 0.09% 171
2023
Q2
$813K Sell
15,111
-383
-2% -$20.4K 0.09% 176
2023
Q1
$819K Buy
15,494
+730
+5% +$38.8K 0.1% 159
2022
Q4
$745K Buy
14,764
+1,234
+9% +$60.3K 0.11% 147
2022
Q3
$622K Sell
13,530
-7,956
-37% -$405K 0.14% 141
2022
Q2
$1.12M Buy
21,486
+9,675
+82% +$536K 0.29% 66
2022
Q1
$700K Buy
11,811
+1,109
+10% +$68K 0.18% 114
2021
Q4
$678K Buy
+10,702
New +$689K 0.19% 92

Other funds holding AVEM

EverSource Wealth Advisors's AVEM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q2 2026, selling an estimated $1.12M and leaving 49,052 shares worth $4.73M. The position accounts for 0.16% of the portfolio, ranked #123.

EverSource Wealth Advisors first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.93M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • EverSource Wealth Advisors held 49,052 shares of Avantis Emerging Markets Equity ETF worth $4.73M as of Q2 2026.
  • EverSource Wealth Advisors sold 12,099 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.12M.
  • Avantis Emerging Markets Equity ETF made up 0.16% of EverSource Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • EverSource Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $4.93M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.