Falcon Wealth Planning’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
$61.1M Buy
632,978
+32,468
+5% +$2.99M 3.86% 10
2026
Q1
$48.4M Buy
+600,510
New +$49.9M 3.3% 11

Other funds holding AVEM

Falcon Wealth Planning's AVEM Position: Q2 2026 in Review

Falcon Wealth Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.4% in Q2 2026, buying an estimated $2.99M and bringing the position to 632,978 shares worth $61.1M. The position accounts for 3.86% of the portfolio, ranked #10.

Falcon Wealth Planning first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Falcon Wealth Planning held 632,978 shares of Avantis Emerging Markets Equity ETF worth $61.1M as of Q2 2026.
  • Falcon Wealth Planning bought 32,468 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.99M.
  • Avantis Emerging Markets Equity ETF made up 3.86% of Falcon Wealth Planning's portfolio in Q2 2026, its #10 holding.
  • Falcon Wealth Planning first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.