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 Q3	$2.48M	Buy	27,760 +1,988	+8%	+$185K	1.12%	21
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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Holos Integrated Wealth's AVEM Position: Q3 2026 in Review

Holos Integrated Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.7% in Q3 2026, buying an estimated $185K and bringing the position to 27,760 shares worth $2.48M. The position accounts for 1.12% of the portfolio, ranked #21.

Holos Integrated Wealth first reported a position in AVEM in Q1 2025 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Holos Integrated Wealth held 27,760 shares of Avantis Emerging Markets Equity ETF worth $2.48M as of Q3 2026.
Holos Integrated Wealth bought 1,988 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $185K.
Avantis Emerging Markets Equity ETF made up 1.12% of Holos Integrated Wealth's portfolio in Q3 2026, its #21 holding.
Holos Integrated Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
343 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.