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J. Derek Lewis & Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

J. Derek Lewis & Associates’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 		$1.03M Buy
10,686
+710
+7% +$65.5K 0.19% 71
2026
Q1 		$804K Buy
9,976
+416
+4% +$34.5K 0.18% 75
2025
Q4 		$736K Buy
+9,560
New +$732K 0.17% 76

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

J. Derek Lewis & Associates's AVEM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.1% in Q2 2026, buying an estimated $65.5K and bringing the position to 10,686 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #71.

J. Derek Lewis & Associates first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • J. Derek Lewis & Associates held 10,686 shares of Avantis Emerging Markets Equity ETF worth $1.03M as of Q2 2026.
  • J. Derek Lewis & Associates bought 710 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $65.5K.
  • Avantis Emerging Markets Equity ETF made up 0.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #71 holding.
  • J. Derek Lewis & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.