FHC
AVEM icon

First Heartland Consultants’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

First Heartland Consultants’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 		$242K Sell
2,506
-85
-3% -$7.84K 0.02% 533
2026
Q1 		$209K Buy
+2,591
New +$215K 0.02% 502

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

First Heartland Consultants's AVEM Position: Q2 2026 in Review

First Heartland Consultants reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q2 2026, selling an estimated $7.84K and leaving 2,506 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #533.

First Heartland Consultants first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • First Heartland Consultants held 2,506 shares of Avantis Emerging Markets Equity ETF worth $242K as of Q2 2026.
  • First Heartland Consultants sold 85 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.84K.
  • Avantis Emerging Markets Equity ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #533 holding.
  • First Heartland Consultants first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.