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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
Q2 		$24.4M Buy
253,280
+15,684
+7% +$1.45M 3.99% 8
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 $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fonville Wealth Management's AVEM Position: Q2 2026 in Review

Fonville Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.6% in Q2 2026, buying an estimated $1.45M and bringing the position to 253,280 shares worth $24.4M. The position accounts for 3.99% of the portfolio, ranked #8.

Fonville Wealth Management first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Fonville Wealth Management held 253,280 shares of Avantis Emerging Markets Equity ETF worth $24.4M as of Q2 2026.
  • Fonville Wealth Management bought 15,684 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.45M.
  • Avantis Emerging Markets Equity ETF made up 3.99% of Fonville Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Fonville Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.