Gen-Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gen-Wealth 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	$2.81M	Sell	29,142 -10,535	-27%	-$972K	0.78%	31
2026 Q1	$3.2M	Buy	39,677 +2,575	+7%	+$214K	1.01%	19
2025 Q4	$2.86M	Buy	37,102 +20,139	+119%	+$1.54M	0.92%	20
2025 Q3	$1.27M	Buy	+16,963	New	+$1.21M	0.43%	55

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 22.9% 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

Gen-Wealth Partners's AVEM Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 27% in Q2 2026, selling an estimated $972K and leaving 29,142 shares worth $2.81M. The position accounts for 0.78% of the portfolio, ranked #31.

Gen-Wealth Partners first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.2M in Q1 2026. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Gen-Wealth Partners held 29,142 shares of Avantis Emerging Markets Equity ETF worth $2.81M as of Q2 2026.
Gen-Wealth Partners sold 10,535 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $972K.
Avantis Emerging Markets Equity ETF made up 0.78% of Gen-Wealth Partners's portfolio in Q2 2026, its #31 holding.
Gen-Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
Gen-Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $3.2M in Q1 2026.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.