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 Q2	$1.27M	Sell	13,146 -523	-4%	-$48.2K	0.02%	119
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 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

Forum Financial Management's AVEM Position: Q2 2026 in Review

Forum Financial Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.8% in Q2 2026, selling an estimated $48.2K and leaving 13,146 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #119.

Forum Financial Management first reported a position in AVEM in Q2 2022 and has held it in 16 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Forum Financial Management held 13,146 shares of Avantis Emerging Markets Equity ETF worth $1.27M as of Q2 2026.
Forum Financial Management sold 523 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $48.2K.
Avantis Emerging Markets Equity ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #119 holding.
Forum Financial Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 16 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.