Heritage Investment Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Heritage Investment 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	$455K	Buy	+4,716	New	+$435K	0.06%	86

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

Heritage Investment Group's AVEM Position: Q2 2026 in Review

Heritage Investment Group opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 4,716 shares worth $455K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Heritage Investment Group held 4,716 shares of Avantis Emerging Markets Equity ETF worth $455K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Heritage Investment Group position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.06% of Heritage Investment Group's portfolio in Q2 2026, its #86 holding.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.