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Horst & Graben Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Horst & Graben Wealth Management’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 		$8.8M Sell
94,053
-61,256
-39% -$5.65M 1.16% 23
2026
Q1 		$13.9M Buy
155,309
+31,959
+26% +$2.65M 1.91% 18
2025
Q4 		$9.5M Buy
123,350
+58,454
+90% +$4.47M 1.43% 23
2025
Q3 		$4.87M Buy
+64,896
New +$4.64M 0.74% 31

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

Horst & Graben Wealth Management's AVEM Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 39% in Q2 2026, selling an estimated $5.65M and leaving 94,053 shares worth $8.8M. The position accounts for 1.16% of the portfolio, ranked #23.

Horst & Graben Wealth Management first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.9M in Q1 2026. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Horst & Graben Wealth Management held 94,053 shares of Avantis Emerging Markets Equity ETF worth $8.8M as of Q2 2026.
  • Horst & Graben Wealth Management sold 61,256 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.65M.
  • Avantis Emerging Markets Equity ETF made up 1.16% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Horst & Graben Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Horst & Graben Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $13.9M in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.