Holos Integrated Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Holos Integrated Wealth’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	$2.39M	Sell	25,772 -2,258	-8%	-$208K	1.11%	23
2026 Q1	$2.29M	Sell	28,030 -12	-0%	-$996	1.16%	23
2025 Q4	$2.21M	Sell	28,042 -1,769	-6%	-$135K	1.23%	23
2025 Q3	$2.18M	Buy	29,811 +261	+0.9%	+$18.6K	1.28%	19
2025 Q2	$2.08M	Buy	29,550 +502	+2%	+$31.6K	1.25%	19
2025 Q1	$1.75M	Buy	+29,048	New	+$1.75M	1.15%	20

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Holos Integrated Wealth's AVEM Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.1% in Q2 2026, selling an estimated $208K and leaving 25,772 shares worth $2.39M. The position accounts for 1.11% of the portfolio, ranked #23.

Holos Integrated Wealth first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Holos Integrated Wealth held 25,772 shares of Avantis Emerging Markets Equity ETF worth $2.39M as of Q2 2026.
Holos Integrated Wealth sold 2,258 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $208K.
Avantis Emerging Markets Equity ETF made up 1.11% of Holos Integrated Wealth's portfolio in Q2 2026, its #23 holding.
Holos Integrated Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.