Golden State Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Golden State Wealth 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	$4.83K	Buy	+50	New	+$4.61K	﹤0.01%	1257
2025 Q3	–	Sell	-30	Closed	-$2.14K	–	1664
2025 Q2	$2.12K	Hold	30	–	–	﹤0.01%	1351
2025 Q1	$1.84K	Sell	30 -49,588	-100%	-$2.98M	﹤0.01%	1334
2024 Q4	$2.92M	Buy	+49,618	New	+$3.09M	0.44%	49

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

Golden State Wealth Management's AVEM Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 50 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in AVEM as recently as Q2 2025.

Golden State Wealth Management first reported a position in AVEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.92M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Golden State Wealth Management held 50 shares of Avantis Emerging Markets Equity ETF worth $4.83K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Golden State Wealth Management position in Q2 2026.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1257 holding.
Golden State Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 4 quarters since.
Golden State Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $2.92M in Q4 2024.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.