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

Foundry Financial’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	$688K	Sell	7,133 -27	-0.4%	-$2.49K	0.23%	46
2026 Q1	$577K	Sell	7,160 -3,463	-33%	-$288K	0.24%	48
2025 Q4	$818K	Buy	+10,623	New	+$813K	0.43%	36

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

Foundry Financial's AVEM Position: Q2 2026 in Review

Foundry Financial reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.38% in Q2 2026, selling an estimated $2.49K and leaving 7,133 shares worth $688K. The position accounts for 0.23% of the portfolio, ranked #46.

Foundry Financial first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Foundry Financial held 7,133 shares of Avantis Emerging Markets Equity ETF worth $688K as of Q2 2026.
Foundry Financial sold 27 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.49K.
Avantis Emerging Markets Equity ETF made up 0.23% of Foundry Financial's portfolio in Q2 2026, its #46 holding.
Foundry Financial first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
Foundry Financial's Avantis Emerging Markets Equity ETF position peaked at $818K in Q4 2025.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Foundry Financial's 13F filing for Q2 2026, filed 22 Jul 2026.