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Journey Strategic Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Journey Strategic Wealth’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
Q1 		$477K Buy
+5,924
New +$492K 0.01% 358
2025
Q3 		– Sell
-3,152
Closed -$216K – 713
2025
Q2 		$216K Buy
+3,152
New +$199K 0.01% 589

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Journey Strategic Wealth's AVEM Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026: 5,924 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in AVEM as recently as Q2 2025.

Journey Strategic Wealth first reported a position in AVEM in Q2 2025 and has held it in 2 quarters since. 918 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Journey Strategic Wealth held 5,924 shares of Avantis Emerging Markets Equity ETF worth $477K as of Q1 2026.
  • Avantis Emerging Markets Equity ETF was a new Journey Strategic Wealth position in Q1 2026.
  • Avantis Emerging Markets Equity ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #358 holding.
  • Journey Strategic Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 918 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.