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

HB 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	$107M	Buy	1,108,268 +47,729	+5%	+$4.4M	0.6%	26
2026 Q1	$85.5M	Buy	1,060,539 +18,197	+2%	+$1.51M	0.55%	27
2025 Q4	$80.3M	Buy	1,042,342 +6,603	+0.6%	+$505K	0.52%	29
2025 Q3	$77.8M	Buy	1,035,739 +17,897	+2%	+$1.28M	0.53%	28
2025 Q2	$69.8M	Sell	1,017,842 -70,859	-7%	-$4.46M	0.55%	25
2025 Q1	$65.5M	Buy	1,088,701 +1,067,724	+5,090%	+$64.2M	0.55%	29
2024 Q4	$1.23M	Buy	20,977 +376	+2%	+$23.4K	0.01%	376
2024 Q3	$1.33M	Hold	20,601	–	–	0.01%	340
2024 Q2	$1.26M	Sell	20,601 -103	-0.5%	-$6.17K	0.01%	326
2024 Q1	$1.2M	Buy	20,704 +234	+1%	+$13.2K	0.02%	320
2023 Q4	$1.15M	Sell	20,470 -541	-3%	-$29.1K	0.02%	298
2023 Q3	$1.11M	Buy	21,011 +1,072	+5%	+$58.2K	0.02%	286
2023 Q2	$1.07M	Hold	19,939	–	–	0.02%	286
2023 Q1	$1.05M	Hold	19,939	–	–	0.02%	279
2022 Q4	$1.01M	Sell	19,939 -9,091	-31%	-$445K	0.02%	283
2022 Q3	$1.33M	Hold	29,030	–	–	0.03%	221
2022 Q2	$1.51M	Sell	29,030 -50	-0.2%	-$2.77K	0.03%	204
2022 Q1	$1.72M	Buy	+29,080	New	+$1.78M	0.03%	201

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

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

HB Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.5% in Q2 2026, buying an estimated $4.4M and bringing the position to 1,108,268 shares worth $107M. The position accounts for 0.6% of the portfolio, ranked #26.

HB Wealth Management first reported a position in AVEM in Q1 2022 and has held it in 18 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

HB Wealth Management held 1,108,268 shares of Avantis Emerging Markets Equity ETF worth $107M as of Q2 2026.
HB Wealth Management bought 47,729 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.4M.
Avantis Emerging Markets Equity ETF made up 0.6% of HB Wealth Management's portfolio in Q2 2026, its #26 holding.
HB Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 18 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.