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Independent Advisor Alliance’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-12,709
Closed -$1.02M – 1070
2026
Q1 		$1.02M Buy
+12,709
New +$1.06M 0.01% 824

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

Independent Advisor Alliance's AVEM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026, closing a stake of 12,709 shares — an estimated $1.02M sold.

Independent Advisor Alliance first reported a position in AVEM in Q1 2026 and held it in 1 quarter. The position peaked at $1.02M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,709 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.02M.
  • Independent Advisor Alliance first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Avantis Emerging Markets Equity ETF position peaked at $1.02M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.