Grand Wealth Management
AVEM icon

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

Grand 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
Q3 		$15.7M Buy
167,323
+9,187
+6% +$855K 6.5% 4
2026
Q2 		$15.3M Buy
158,136
+3,684
+2% +$340K 6.36% 5
2026
Q1 		$12.4M Sell
154,452
-8,027
-5% -$667K 5.86% 5
2025
Q4 		$12.5M Buy
162,479
+7,850
+5% +$601K 5.67% 5
2025
Q3 		$11.6M Buy
154,629
+694
+0.5% +$49.6K 5.6% 5
2025
Q2 		$10.6M Sell
153,935
-11,749
-7% -$740K 5.42% 5
2025
Q1 		$10M Buy
165,684
+6,300
+4% +$379K 5.48% 5
2024
Q4 		$9.37M Buy
159,384
+23,208
+17% +$1.44M 5.22% 4
2024
Q3 		$8.8M Buy
136,176
+7,135
+6% +$437K 4.96% 5
2024
Q2 		$7.88M Sell
129,041
-33,486
-21% -$2.01M 4.68% 5
2024
Q1 		$9.42M Buy
162,527
+19,457
+14% +$1.09M 4.49% 5
2023
Q4 		$8.07M Buy
143,070
+18,328
+15% +$986K 4.38% 5
2023
Q3 		$6.59M Sell
124,742
-9,014
-7% -$490K 4.03% 5
2023
Q2 		$7.2M Buy
133,756
+6,106
+5% +$325K 4.28% 5
2023
Q1 		$6.75M Buy
127,650
+12,124
+10% +$644K 4.06% 5
2022
Q4 		$5.83M Buy
115,526
+37,398
+48% +$1.83M 3.63% 5
2022
Q3 		$3.59M Buy
78,128
+22,335
+40% +$1.14M 1.89% 11
2022
Q2 		$2.9M Buy
55,793
+16,539
+42% +$916K 1.48% 12
2022
Q1 		$2.33M Buy
39,254
+3,890
+11% +$239K 1.09% 11
2021
Q4 		$2.24M Buy
+35,364
New +$2.28M 1% 10

Other funds holding AVEM

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Grand Wealth Management's AVEM Position: Q3 2026 in Review

Grand Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.8% in Q3 2026, buying an estimated $855K and bringing the position to 167,323 shares worth $15.7M. The position accounts for 6.5% of the portfolio, ranked #4.

Grand Wealth Management first reported a position in AVEM in Q4 2021 and has held it in 20 quarters since. 750 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Grand Wealth Management held 167,323 shares of Avantis Emerging Markets Equity ETF worth $15.7M as of Q3 2026.
  • Grand Wealth Management bought 9,187 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $855K.
  • Avantis Emerging Markets Equity ETF made up 6.5% of Grand Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Grand Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 750 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Grand Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.