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Freedom Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Freedom Investment 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 		$214K Buy
+2,216
New +$204K 0.06% 101
2026
Q1 		– Sell
-3,492
Closed -$269K – 107
2025
Q4 		$269K Sell
3,492
-703
-17% -$53.8K 0.08% 98
2025
Q3 		$315K Sell
4,195
-3,400
-45% -$243K 0.08% 109
2025
Q2 		$521K Buy
7,595
+216
+3% +$13.6K 0.04% 434
2025
Q1 		$444K Buy
+7,379
New +$444K 0.04% 457

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 22.9% 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

Freedom Investment Management's AVEM Position: Q2 2026 in Review

Freedom Investment Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 2,216 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in AVEM as recently as Q4 2025.

Freedom Investment Management first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $521K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Freedom Investment Management held 2,216 shares of Avantis Emerging Markets Equity ETF worth $214K as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Freedom Investment Management position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #101 holding.
  • Freedom Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Freedom Investment Management's Avantis Emerging Markets Equity ETF position peaked at $521K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.