Herold Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Herold Advisors’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 Q1	$1.73M	Buy	21,442 +2,985	+16%	+$248K	0.38%	71
2025 Q4	$1.42M	Buy	18,457 +1,758	+11%	+$135K	0.32%	85
2025 Q3	$1.25M	Buy	16,699 +2,537	+18%	+$181K	0.29%	92
2025 Q2	$971K	Sell	14,162 -1,016	-7%	-$64K	0.2%	118
2025 Q1	$913K	Buy	15,178 +3,017	+25%	+$181K	0.2%	122
2024 Q4	$715K	Buy	12,161 +654	+6%	+$40.7K	0.16%	149
2024 Q3	$743K	Buy	11,507 +590	+5%	+$36.1K	0.16%	151
2024 Q2	$667K	Buy	10,917 +3,799	+53%	+$228K	0.15%	153
2024 Q1	$413K	Buy	+7,118	New	+$400K	0.1%	196

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Herold Advisors's AVEM Position: Q1 2026 in Review

Herold Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 16% in Q1 2026, buying an estimated $248K and bringing the position to 21,442 shares worth $1.73M. The position accounts for 0.38% of the portfolio, ranked #71.

Herold Advisors first reported a position in AVEM in Q1 2024 and has held it in 9 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Herold Advisors held 21,442 shares of Avantis Emerging Markets Equity ETF worth $1.73M as of Q1 2026.
Herold Advisors bought 2,985 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $248K.
Avantis Emerging Markets Equity ETF made up 0.38% of Herold Advisors's portfolio in Q1 2026, its #71 holding.
Herold Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 9 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.