Independent Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Independent Financial Group’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	$901K	Buy	9,337 +795	+9%	+$73.3K	0.02%	737
2026 Q1	$688K	Buy	8,542 +1,918	+29%	+$159K	0.02%	775
2025 Q4	$510K	Buy	6,624 +1,062	+19%	+$81.3K	0.01%	890
2025 Q3	$418K	Buy	5,562 +1,556	+39%	+$111K	0.01%	928
2025 Q2	$275K	Buy	+4,006	New	+$252K	0.01%	1075

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

Independent Financial Group's AVEM Position: Q2 2026 in Review

Independent Financial Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 9.3% in Q2 2026, buying an estimated $73.3K and bringing the position to 9,337 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #737.

Independent Financial Group first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Independent Financial Group held 9,337 shares of Avantis Emerging Markets Equity ETF worth $901K as of Q2 2026.
Independent Financial Group bought 795 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $73.3K.
Avantis Emerging Markets Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #737 holding.
Independent Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.