Greenwood Capital Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Greenwood Capital Associates’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	$5.25M	Sell	54,359 -3,832	-7%	-$353K	0.51%	68
2026 Q1	$4.69M	Buy	58,191 +7,950	+16%	+$660K	0.52%	69
2025 Q4	$3.87M	Buy	50,241 +9,895	+25%	+$757K	0.42%	80
2025 Q3	$3.03M	Buy	40,346 +6,024	+18%	+$430K	0.35%	83
2025 Q2	$2.35M	Buy	34,322 +9,159	+36%	+$577K	0.29%	90
2025 Q1	$1.51M	Buy	25,163 +10,450	+71%	+$628K	0.2%	104
2024 Q4	$865K	Buy	+14,713	New	+$916K	0.11%	147

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

Greenwood Capital Associates's AVEM Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.6% in Q2 2026, selling an estimated $353K and leaving 54,359 shares worth $5.25M. The position accounts for 0.51% of the portfolio, ranked #68.

Greenwood Capital Associates first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Greenwood Capital Associates held 54,359 shares of Avantis Emerging Markets Equity ETF worth $5.25M as of Q2 2026.
Greenwood Capital Associates sold 3,832 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $353K.
Avantis Emerging Markets Equity ETF made up 0.51% of Greenwood Capital Associates's portfolio in Q2 2026, its #68 holding.
Greenwood Capital Associates first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.