Integrated Wealthcare’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.76M Sell
101,130
-1,287
-1% -$119K 7.29% 4
2026
Q1
$8.25M Buy
102,417
+2,958
+3% +$246K 6.9% 5
2025
Q4
$7.66M Buy
+99,459
New +$7.61M 6.44% 5

Other funds holding AVEM

Integrated Wealthcare's AVEM Position: Q2 2026 in Review

Integrated Wealthcare reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.3% in Q2 2026, selling an estimated $119K and leaving 101,130 shares worth $9.76M. The position accounts for 7.29% of the portfolio, ranked #4.

Integrated Wealthcare first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Integrated Wealthcare held 101,130 shares of Avantis Emerging Markets Equity ETF worth $9.76M as of Q2 2026.
  • Integrated Wealthcare sold 1,287 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $119K.
  • Avantis Emerging Markets Equity ETF made up 7.29% of Integrated Wealthcare's portfolio in Q2 2026, its #4 holding.
  • Integrated Wealthcare first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.