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

Highland Financial 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
Q2 		$11.2M Buy
115,763
+10,615
+10% +$979K 2.46% 12
2026
Q1 		$8.47M Buy
105,148
+3,729
+4% +$310K 2.24% 14
2025
Q4 		$7.81M Sell
101,419
-241
-0.2% -$18.4K 2.17% 15
2025
Q3 		$7.64M Buy
101,660
+3,067
+3% +$219K 2.19% 15
2025
Q2 		$6.76M Sell
98,593
-176
-0.2% -$11.1K 2.17% 15
2025
Q1 		$5.94M Buy
98,769
+1,417
+1% +$85.2K 2.13% 15
2024
Q4 		$5.72M Buy
97,352
+2,910
+3% +$181K 1.98% 15
2024
Q3 		$6.1M Buy
94,442
+1,088
+1% +$66.6K 2.17% 15
2024
Q2 		$5.7M Buy
93,354
+4,789
+5% +$287K 2.12% 15
2024
Q1 		$5.13M Sell
88,565
-965
-1% -$54.3K 2.05% 14
2023
Q4 		$5.05M Sell
89,530
-68,235
-43% -$3.67M 2.19% 15
2023
Q3 		$8.33M Buy
157,765
+3,350
+2% +$182K 4.31% 8
2023
Q2 		$8.31M Buy
154,415
+1,186
+0.8% +$63.1K 4.28% 8
2023
Q1 		$8.1M Buy
153,229
+2,448
+2% +$130K 4.4% 10
2022
Q4 		$7.61M Sell
150,781
-992
-0.7% -$48.5K 4.48% 9
2022
Q3 		$6.97M Buy
151,773
+16,838
+12% +$857K 4.84% 8
2022
Q2 		$7.02M Buy
+134,935
New +$7.47M 4.81% 8

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Highland Financial Advisors's AVEM Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 10% in Q2 2026, buying an estimated $979K and bringing the position to 115,763 shares worth $11.2M. The position accounts for 2.46% of the portfolio, ranked #12.

Highland Financial Advisors first reported a position in AVEM in Q2 2022 and has held it in 17 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Highland Financial Advisors held 115,763 shares of Avantis Emerging Markets Equity ETF worth $11.2M as of Q2 2026.
  • Highland Financial Advisors bought 10,615 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $979K.
  • Avantis Emerging Markets Equity ETF made up 2.46% of Highland Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Highland Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.