Fonville Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Fonville Wealth Management’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	$19.1M	Buy	237,596 +11,211	+5%	+$931K	3.64%	8
2025 Q4	$17.4M	Buy	226,385 +20,595	+10%	+$1.58M	3.56%	7
2025 Q3	$15.5M	Buy	205,790 +10,286	+5%	+$735K	3.48%	7
2025 Q2	$13.4M	Buy	195,504 +20,684	+12%	+$1.3M	3.39%	7
2025 Q1	$10.5M	Buy	174,820 +13,688	+8%	+$823K	3.1%	7
2024 Q4	$9.47M	Buy	161,132 +17,448	+12%	+$1.09M	3.13%	7
2024 Q3	$9.28M	Buy	143,684 +6,802	+5%	+$416K	3.21%	7
2024 Q2	$8.36M	Buy	136,882 +17,654	+15%	+$1.06M	3.31%	7
2024 Q1	$6.91M	Buy	119,228 +27,047	+29%	+$1.52M	3.06%	8
2023 Q4	$5.2M	Buy	+92,181	New	+$4.96M	2.76%	10

Other funds holding AVEM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return