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

Forum Financial 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 		$1.1M Buy
13,669
+248
+2% +$20.6K 0.02% 115
2025
Q4 		$1.03M Buy
13,421
+239
+2% +$18.3K 0.01% 247
2025
Q3 		$990K Sell
13,182
-437
-3% -$31.2K 0.01% 238
2025
Q2 		$933K Buy
13,619
+4,955
+57% +$312K 0.01% 231
2025
Q1 		$521K Buy
+8,664
New +$521K 0.01% 347
2024
Q4 		– Sell
-17,098
Closed -$1.1M – 919
2024
Q3 		$1.1M Buy
17,098
+3,493
+26% +$214K 0.02% 176
2024
Q2 		$831K Sell
13,605
-6,598
-33% -$396K 0.02% 206
2024
Q1 		$1.17M Buy
20,203
+2,342
+13% +$132K 0.02% 171
2023
Q4 		$1.01M Sell
17,861
-1,540
-8% -$82.9K 0.02% 165
2023
Q3 		$1.02M Buy
19,401
+347
+2% +$18.9K 0.02% 158
2023
Q2 		$1.03M Buy
19,054
+610
+3% +$32.4K 0.02% 158
2023
Q1 		$976K Buy
18,444
+646
+4% +$34.3K 0.03% 147
2022
Q4 		$898K Buy
17,798
+3,310
+23% +$162K 0.03% 148
2022
Q3 		$665K Buy
14,488
+10,304
+246% +$525K 0.03% 167
2022
Q2 		$218K Buy
+4,184
New +$232K 0.01% 482

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Forum Financial Management's AVEM Position: Q1 2026 in Review

Forum Financial Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.8% in Q1 2026, buying an estimated $20.6K and bringing the position to 13,669 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #115.

Forum Financial Management first reported a position in AVEM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2024. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Forum Financial Management held 13,669 shares of Avantis Emerging Markets Equity ETF worth $1.1M as of Q1 2026.
  • Forum Financial Management bought 248 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $20.6K.
  • Avantis Emerging Markets Equity ETF made up 0.02% of Forum Financial Management's portfolio in Q1 2026, its #115 holding.
  • Forum Financial Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 15 quarters since.
  • Forum Financial Management's Avantis Emerging Markets Equity ETF position peaked at $1.17M in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.