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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
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 		$9.97M 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

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 22.96% 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

Grand Wealth Management's AVEM Position: Q2 2026 in Review

Grand Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.4% in Q2 2026, buying an estimated $340K and bringing the position to 158,136 shares worth $15.3M. The position accounts for 6.36% of the portfolio, ranked #5.

Grand Wealth Management first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Grand Wealth Management held 158,136 shares of Avantis Emerging Markets Equity ETF worth $15.3M as of Q2 2026.
  • Grand Wealth Management bought 3,684 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $340K.
  • Avantis Emerging Markets Equity ETF made up 6.36% of Grand Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Grand Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.