Higgins & Schmidt Wealth Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$14.2M	Sell	146,977 -1,053	-0.7%	-$97.1K	5.85%	5
2026 Q1	$11.9M	Buy	148,030 +5,827	+4%	+$484K	5.45%	5
2025 Q4	$11M	Buy	142,203 +8,822	+7%	+$675K	5.19%	5
2025 Q3	$10M	Buy	133,381 +3,554	+3%	+$254K	5.06%	5
2025 Q2	$8.9M	Sell	129,827 -11,104	-8%	-$699K	4.93%	5
2025 Q1	$8.48M	Buy	140,931 +15,803	+13%	+$950K	5.01%	6
2024 Q4	$7.36M	Buy	+125,128	New	+$7.79M	4.59%	6

Other funds holding AVEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's AVEM Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.71% in Q2 2026, selling an estimated $97.1K and leaving 146,977 shares worth $14.2M. The position accounts for 5.85% of the portfolio, ranked #5.

Higgins & Schmidt Wealth Strategies first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 146,977 shares of Avantis Emerging Markets Equity ETF worth $14.2M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 1,053 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $97.1K.
Avantis Emerging Markets Equity ETF made up 5.85% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
554 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.