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

Financial Symmetry’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 		$6.21M Sell
64,367
-1,102
-2% -$102K 2.07% 11
2026
Q1 		$5.92M Buy
65,469
+3,691
+6% +$307K 2.1% 11
2025
Q4 		$4.76M Sell
61,778
-279
-0.4% -$21.4K 1.94% 11
2025
Q3 		$4.66M Sell
62,057
-1,766
-3% -$126K 2.09% 11
2025
Q2 		$4.37M Buy
63,823
+1,804
+3% +$114K 2.26% 10
2025
Q1 		$3.73M Sell
62,019
-2,828
-4% -$170K 2.29% 10
2024
Q4 		$3.81M Buy
64,847
+9,200
+17% +$573K 2.58% 10
2024
Q3 		$3.59M Buy
55,647
+786
+1% +$48.1K 2.51% 8
2024
Q2 		$3.35M Sell
54,861
-24
-0% -$1.44K 2.61% 8
2024
Q1 		$3.18M Buy
54,885
+998
+2% +$56.1K 2.78% 8
2023
Q4 		$3.04M Buy
+53,887
New +$2.9M 2.99% 8

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Financial Symmetry's AVEM Position: Q2 2026 in Review

Financial Symmetry reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.7% in Q2 2026, selling an estimated $102K and leaving 64,367 shares worth $6.21M. The position accounts for 2.07% of the portfolio, ranked #11.

Financial Symmetry first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 520 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Financial Symmetry held 64,367 shares of Avantis Emerging Markets Equity ETF worth $6.21M as of Q2 2026.
  • Financial Symmetry sold 1,102 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $102K.
  • Avantis Emerging Markets Equity ETF made up 2.07% of Financial Symmetry's portfolio in Q2 2026, its #11 holding.
  • Financial Symmetry first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 520 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.