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Financial Plan Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Financial Plan Inc’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
Q1 		$40.8M Buy
506,092
+32,981
+7% +$2.74M 4.37% 7
2025
Q4 		$36.4M Buy
+473,111
New +$36.2M 4.18% 7

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Plan Inc's AVEM Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7% in Q1 2026, buying an estimated $2.74M and bringing the position to 506,092 shares worth $40.8M. The position accounts for 4.37% of the portfolio, ranked #7.

Financial Plan Inc first reported a position in AVEM in Q4 2025 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Financial Plan Inc held 506,092 shares of Avantis Emerging Markets Equity ETF worth $40.8M as of Q1 2026.
  • Financial Plan Inc bought 32,981 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.74M.
  • Avantis Emerging Markets Equity ETF made up 4.37% of Financial Plan Inc's portfolio in Q1 2026, its #7 holding.
  • Financial Plan Inc first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.