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

Freedom Financial Partners’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	$12.7M	Sell	131,382 -1,188	-0.9%	-$110K	4.13%	7
2026 Q1	$10.7M	Buy	132,570 +3,646	+3%	+$303K	3.8%	8
2025 Q4	$9.93M	Buy	128,924 +5,271	+4%	+$404K	3.61%	9
2025 Q3	$9.29M	Buy	123,653 +1,904	+2%	+$136K	3.54%	10
2025 Q2	$8.34M	Buy	121,749 +6,833	+6%	+$430K	3.52%	9
2025 Q1	$6.91M	Buy	114,916 +8,598	+8%	+$517K	3.22%	12
2024 Q4	$6.25M	Buy	+106,318	New	+$6.62M	3.01%	12

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

Freedom Financial Partners's AVEM Position: Q2 2026 in Review

Freedom Financial Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.9% in Q2 2026, selling an estimated $110K and leaving 131,382 shares worth $12.7M. The position accounts for 4.13% of the portfolio, ranked #7.

Freedom Financial Partners first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Freedom Financial Partners held 131,382 shares of Avantis Emerging Markets Equity ETF worth $12.7M as of Q2 2026.
Freedom Financial Partners sold 1,188 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $110K.
Avantis Emerging Markets Equity ETF made up 4.13% of Freedom Financial Partners's portfolio in Q2 2026, its #7 holding.
Freedom Financial Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.