Henderson Brothers Financial Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Henderson Brothers Financial Partners’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	$8.69M	Sell	90,062 -86,367	-49%	-$7.96M	4.11%	6
2026 Q1	$14.2M	Buy	+176,429	New	+$14.7M	3.6%	8
2025 Q1	$6.98M	Buy	+90,657	New	+$5.45M	3.5%	7

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

Henderson Brothers Financial Partners's AVEM Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 49% in Q2 2026, selling an estimated $7.96M and leaving 90,062 shares worth $8.69M. The position accounts for 4.11% of the portfolio, ranked #6.

Henderson Brothers Financial Partners first reported a position in AVEM in Q1 2025 and has held it in 3 quarters since. The position peaked at $14.2M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Henderson Brothers Financial Partners held 90,062 shares of Avantis Emerging Markets Equity ETF worth $8.69M as of Q2 2026.
Henderson Brothers Financial Partners sold 86,367 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.96M.
Avantis Emerging Markets Equity ETF made up 4.11% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #6 holding.
Henderson Brothers Financial Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Avantis Emerging Markets Equity ETF position peaked at $14.2M in Q1 2026.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.