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 Q3	$2.11M	Sell	22,421 -604	-3%	-$56.2K	0.41%	65
2026 Q2	$2.22M	Buy	23,025 +1,583	+7%	+$146K	0.44%	64
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Herold Advisors's AVEM Position: Q3 2026 in Review

Herold Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.6% in Q3 2026, selling an estimated $56.2K and leaving 22,421 shares worth $2.11M. The position accounts for 0.41% of the portfolio, ranked #65.

Herold Advisors first reported a position in AVEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2026. 289 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Herold Advisors held 22,421 shares of Avantis Emerging Markets Equity ETF worth $2.11M as of Q3 2026.
Herold Advisors sold 604 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $56.2K.
Avantis Emerging Markets Equity ETF made up 0.41% of Herold Advisors's portfolio in Q3 2026, its #65 holding.
Herold Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 11 quarters since.
Herold Advisors's Avantis Emerging Markets Equity ETF position peaked at $2.22M in Q2 2026.
289 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.