HTG Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

HTG Investment 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	$7.09M	Sell	73,443 -3,350	-4%	-$309K	1.82%	17
2026 Q1	$6.19M	Buy	76,793 +1,361	+2%	+$113K	1.76%	17
2025 Q4	$5.81M	Buy	75,432 +4,615	+7%	+$353K	1.79%	16
2025 Q3	$5.32M	Buy	70,817 +1,589	+2%	+$114K	1.79%	14
2025 Q2	$4.74M	Buy	69,228 +12,388	+22%	+$780K	1.76%	14
2025 Q1	$3.42M	Buy	56,840 +3,831	+7%	+$230K	1.43%	18
2024 Q4	$3.12M	Buy	53,009 +4,859	+10%	+$302K	1.43%	18
2024 Q3	$3.11M	Buy	48,150 +3,065	+7%	+$188K	1.47%	17
2024 Q2	$2.75M	Buy	45,085 +668	+2%	+$40K	1.48%	16
2024 Q1	$2.57M	Buy	44,417 +1,814	+4%	+$102K	1.49%	15
2023 Q4	$2.4M	Buy	42,603 +1,903	+5%	+$102K	1.57%	17
2023 Q3	$2.15M	Buy	40,700 +1,135	+3%	+$61.7K	1.72%	16
2023 Q2	$2.13M	Buy	39,565 +2,031	+5%	+$108K	1.76%	16
2023 Q1	$1.99M	Buy	37,534 +1,313	+4%	+$69.7K	1.81%	15
2022 Q4	$1.83M	Buy	+36,221	New	+$1.77M	1.85%	13

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

HTG Investment Advisors's AVEM Position: Q2 2026 in Review

HTG Investment Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.4% in Q2 2026, selling an estimated $309K and leaving 73,443 shares worth $7.09M. The position accounts for 1.82% of the portfolio, ranked #17.

HTG Investment Advisors first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

HTG Investment Advisors held 73,443 shares of Avantis Emerging Markets Equity ETF worth $7.09M as of Q2 2026.
HTG Investment Advisors sold 3,350 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $309K.
Avantis Emerging Markets Equity ETF made up 1.82% of HTG Investment Advisors's portfolio in Q2 2026, its #17 holding.
HTG Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.