IAG Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

IAG Wealth Partners’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	$6.89M	Buy	71,443 +2,305	+3%	+$213K	0.68%	37
2026 Q1	$5.57M	Buy	69,138 +1,513	+2%	+$126K	0.62%	36
2025 Q4	$5.21M	Buy	67,625 +1,972	+3%	+$151K	0.6%	35
2025 Q3	$4.93M	Buy	65,653 +2,929	+5%	+$209K	0.59%	37
2025 Q2	$4.3M	Sell	62,724 -11,110	-15%	-$700K	0.57%	37
2025 Q1	$4.44M	Buy	73,834 +2,112	+3%	+$127K	0.69%	32
2024 Q4	$4.22M	Buy	71,722 +7,827	+12%	+$487K	0.74%	32
2024 Q3	$4.13M	Buy	63,895 +2,582	+4%	+$158K	0.76%	31
2024 Q2	$3.75M	Buy	61,313 +3,101	+5%	+$186K	0.75%	31
2024 Q1	$3.37M	Buy	58,212 +4,936	+9%	+$277K	0.72%	29
2023 Q4	$3M	Buy	53,276 +5,595	+12%	+$301K	0.69%	29
2023 Q3	$2.52M	Sell	47,681 -1,244	-3%	-$67.6K	0.7%	27
2023 Q2	$2.63M	Buy	48,925 +5,522	+13%	+$294K	0.7%	27
2023 Q1	$2.3M	Buy	43,403 +6,279	+17%	+$333K	0.64%	29
2022 Q4	$1.87M	Buy	37,124 +2,639	+8%	+$129K	0.55%	31
2022 Q3	$1.58M	Buy	34,485 +21,420	+164%	+$1.09M	0.53%	32
2022 Q2	$680K	Sell	13,065 -8,107	-38%	-$449K	0.22%	44
2022 Q1	$1.25M	Buy	21,172 +8,228	+64%	+$505K	0.39%	37
2021 Q4	$820K	Buy	+12,944	New	+$834K	0.26%	37

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

IAG Wealth Partners's AVEM Position: Q2 2026 in Review

IAG Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q2 2026, buying an estimated $213K and bringing the position to 71,443 shares worth $6.89M. The position accounts for 0.68% of the portfolio, ranked #37.

IAG Wealth Partners first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

IAG Wealth Partners held 71,443 shares of Avantis Emerging Markets Equity ETF worth $6.89M as of Q2 2026.
IAG Wealth Partners bought 2,305 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $213K.
Avantis Emerging Markets Equity ETF made up 0.68% of IAG Wealth Partners's portfolio in Q2 2026, its #37 holding.
IAG Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.