Focus Partners Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Focus Partners Wealth’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	$158M	Sell	1,639,286 -73,111	-4%	-$6.74M	0.16%	131
2026 Q1	$147M	Sell	1,712,397 -25,942	-1%	-$2.15M	0.16%	136
2025 Q4	$134M	Sell	1,738,339 -1,664	-0.1%	-$127K	0.15%	134
2025 Q3	$131M	Buy	1,740,003 +34,748	+2%	+$2.48M	0.21%	86
2025 Q2	$117M	Buy	1,705,255 +1,189,791	+231%	+$74.9M	0.25%	80
2025 Q1	$31M	Buy	515,464 +138,811	+37%	+$8.35M	0.08%	244
2024 Q4	$22.1M	Buy	376,653 +45,740	+14%	+$2.85M	0.06%	304
2024 Q3	$21.4M	Buy	+330,913	New	+$20.3M	0.07%	276
2024 Q1	–	Sell	-3,736	Closed	-$211K	–	983
2023 Q4	$211K	Buy	+3,736	New	+$201K	﹤0.01%	748

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth's AVEM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.3% in Q2 2026, selling an estimated $6.74M and leaving 1,639,286 shares worth $158M. The position accounts for 0.16% of the portfolio, ranked #131.

Focus Partners Wealth first reported a position in AVEM in Q4 2023 and has held it in 9 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Focus Partners Wealth held 1,639,286 shares of Avantis Emerging Markets Equity ETF worth $158M as of Q2 2026.
Focus Partners Wealth sold 73,111 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.74M.
Avantis Emerging Markets Equity ETF made up 0.16% of Focus Partners Wealth's portfolio in Q2 2026, its #131 holding.
Focus Partners Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 9 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.