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Intentional Wealth Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Intentional Wealth Strategies’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 		$3.67M Sell
38,071
-27,152
-42% -$2.5M 3.44% 6
2026
Q1 		$5.26M Buy
+65,223
New +$5.42M 4.89% 5

Other funds holding AVEM

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 $80B AUM 26.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Intentional Wealth Strategies's AVEM Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 42% in Q2 2026, selling an estimated $2.5M and leaving 38,071 shares worth $3.67M. The position accounts for 3.44% of the portfolio, ranked #6.

Intentional Wealth Strategies first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.26M in Q1 2026. 973 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Intentional Wealth Strategies held 38,071 shares of Avantis Emerging Markets Equity ETF worth $3.67M as of Q2 2026.
  • Intentional Wealth Strategies sold 27,152 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.5M.
  • Avantis Emerging Markets Equity ETF made up 3.44% of Intentional Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Intentional Wealth Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Intentional Wealth Strategies's Avantis Emerging Markets Equity ETF position peaked at $5.26M in Q1 2026.
  • 973 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.