Heritage Wealth Architects’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Heritage Wealth Architects’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	$12.3M	Sell	135,017 -1,570	-1%	-$145K	4.89%	7
2026 Q1	$12.4M	Buy	136,587 +54,612	+67%	+$4.54M	5.17%	7
2025 Q4	$6.79M	Buy	81,975 +44,659	+120%	+$3.42M	3.17%	9
2025 Q3	$2.8M	Buy	37,316 +3,103	+9%	+$222K	1.73%	12
2025 Q2	$2.34M	Buy	34,213 +1,731	+5%	+$109K	1.73%	12
2025 Q1	$1.95M	Buy	+32,482	New	+$1.95M	1.9%	11

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 Wealth Architects's AVEM Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.1% in Q2 2026, selling an estimated $145K and leaving 135,017 shares worth $12.3M. The position accounts for 4.89% of the portfolio, ranked #7.

Heritage Wealth Architects first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.4M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Heritage Wealth Architects held 135,017 shares of Avantis Emerging Markets Equity ETF worth $12.3M as of Q2 2026.
Heritage Wealth Architects sold 1,570 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $145K.
Avantis Emerging Markets Equity ETF made up 4.89% of Heritage Wealth Architects's portfolio in Q2 2026, its #7 holding.
Heritage Wealth Architects first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's Avantis Emerging Markets Equity ETF position peaked at $12.4M in Q1 2026.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.