Great Valley Advisor Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Great Valley Advisor Group’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	$87.4M	Buy	905,306 +20,960	+2%	+$1.93M	1.38%	9
2026 Q1	$71.3M	Buy	884,346 +18,433	+2%	+$1.53M	1.3%	10
2025 Q4	$66.7M	Buy	865,913 +56,082	+7%	+$4.29M	1.28%	12
2025 Q3	$60.8M	Sell	809,831 -17,118	-2%	-$1.22M	1.22%	14
2025 Q2	$56.7M	Buy	826,949 +75,077	+10%	+$4.73M	1.26%	12
2025 Q1	$45.2M	Buy	751,872 +70,108	+10%	+$4.22M	0.97%	20
2024 Q4	$40.1M	Buy	681,764 +60,386	+10%	+$3.76M	0.9%	22
2024 Q3	$40.1M	Buy	621,378 +97,267	+19%	+$5.95M	0.99%	19
2024 Q2	$32M	Buy	524,111 +53,273	+11%	+$3.19M	0.9%	20
2024 Q1	$27.3M	Buy	470,838 +56,672	+14%	+$3.19M	0.83%	20
2023 Q4	$23.4M	Buy	414,166 +32,473	+9%	+$1.75M	0.82%	25
2023 Q3	$20.1M	Buy	381,693 +53,617	+16%	+$2.91M	0.84%	24
2023 Q2	$17.7M	Buy	328,076 +315,339	+2,476%	+$16.8M	0.74%	28
2023 Q1	$674K	Buy	+12,737	New	+$676K	0.03%	378

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

Great Valley Advisor Group's AVEM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.4% in Q2 2026, buying an estimated $1.93M and bringing the position to 905,306 shares worth $87.4M. The position accounts for 1.38% of the portfolio, ranked #9.

Great Valley Advisor Group first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Great Valley Advisor Group held 905,306 shares of Avantis Emerging Markets Equity ETF worth $87.4M as of Q2 2026.
Great Valley Advisor Group bought 20,960 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.93M.
Avantis Emerging Markets Equity ETF made up 1.38% of Great Valley Advisor Group's portfolio in Q2 2026, its #9 holding.
Great Valley Advisor Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.