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James Investment Research’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

James Investment Research’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 		$1.12M Buy
11,643
+1,535
+15% +$142K 0.11% 173
2026
Q1 		$815K Buy
10,108
+1,138
+13% +$94.5K 0.09% 193
2025
Q4 		$691K Buy
8,970
+1,314
+17% +$101K 0.08% 207
2025
Q3 		$575K Buy
7,656
+1,120
+17% +$80K 0.06% 221
2025
Q2 		$448K Buy
6,536
+473
+8% +$29.8K 0.05% 229
2025
Q1 		$365K Buy
+6,063
New +$365K 0.05% 239

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

James Investment Research's AVEM Position: Q2 2026 in Review

James Investment Research increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 15% in Q2 2026, buying an estimated $142K and bringing the position to 11,643 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #173.

James Investment Research first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • James Investment Research held 11,643 shares of Avantis Emerging Markets Equity ETF worth $1.12M as of Q2 2026.
  • James Investment Research bought 1,535 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $142K.
  • Avantis Emerging Markets Equity ETF made up 0.11% of James Investment Research's portfolio in Q2 2026, its #173 holding.
  • James Investment Research first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.