HWA
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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
Q3 		$13M Buy
136,029
+1,012
+0.7% +$94.1K 5.28% 7
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Heritage Wealth Architects's AVEM Position: Q3 2026 in Review

Heritage Wealth Architects increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.75% in Q3 2026, buying an estimated $94.1K and bringing the position to 136,029 shares worth $13M. The position accounts for 5.28% of the portfolio, ranked #7.

Heritage Wealth Architects first reported a position in AVEM in Q1 2025 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Heritage Wealth Architects held 136,029 shares of Avantis Emerging Markets Equity ETF worth $13M as of Q3 2026.
  • Heritage Wealth Architects bought 1,012 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $94.1K.
  • Avantis Emerging Markets Equity ETF made up 5.28% of Heritage Wealth Architects's portfolio in Q3 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 7 quarters since.
  • 36 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.