Haverford Financial Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Haverford Financial Services’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 Q1	$771K	Buy	9,568 +713	+8%	+$59.2K	0.23%	38
2025 Q4	$682K	Hold	8,855	–	–	0.19%	41
2025 Q3	$665K	Hold	8,855	–	–	0.19%	38
2025 Q2	$607K	Hold	8,855	–	–	0.18%	37
2025 Q1	$533K	Hold	8,855	–	–	0.16%	37
2024 Q4	$521K	Hold	8,855	–	–	0.16%	36
2024 Q3	$572K	Hold	8,855	–	–	0.16%	36
2024 Q2	$541K	Hold	8,855	–	–	0.16%	36
2024 Q1	$513K	Hold	8,855	–	–	0.15%	36
2023 Q4	$499K	Buy	8,855 +3,855	+77%	+$207K	0.15%	34
2023 Q3	$264K	Hold	5,000	–	–	0.09%	38
2023 Q2	$269K	Hold	5,000	–	–	0.08%	38
2023 Q1	$264K	Buy	+5,000	New	+$266K	0.08%	38

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Haverford Financial Services's AVEM Position: Q1 2026 in Review

Haverford Financial Services increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.1% in Q1 2026, buying an estimated $59.2K and bringing the position to 9,568 shares worth $771K. The position accounts for 0.23% of the portfolio, ranked #38.

Haverford Financial Services first reported a position in AVEM in Q1 2023 and has held it in 13 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Haverford Financial Services held 9,568 shares of Avantis Emerging Markets Equity ETF worth $771K as of Q1 2026.
Haverford Financial Services bought 713 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $59.2K.
Avantis Emerging Markets Equity ETF made up 0.23% of Haverford Financial Services's portfolio in Q1 2026, its #38 holding.
Haverford Financial Services first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.