JRM Investment Counsel’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

JRM Investment Counsel’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	$32.6M	Buy	337,757 +1,056	+0.3%	+$97.4K	7.89%	5
2026 Q1	$27.1M	Buy	336,701 +19,940	+6%	+$1.66M	7.23%	5
2025 Q4	$24.4M	Buy	316,761 +4,925	+2%	+$377K	7.06%	5
2025 Q3	$23.4M	Buy	311,836 +12,572	+4%	+$898K	7.01%	5
2025 Q2	$20.5M	Buy	299,264 +44,788	+18%	+$2.82M	6.59%	5
2025 Q1	$15.3M	Sell	254,476 -16,020	-6%	-$963K	5.22%	7
2024 Q4	$15.9M	Buy	270,496 +16,223	+6%	+$1.01M	5.62%	6
2024 Q3	$16.4M	Sell	254,273 -6,672	-3%	-$408K	5.66%	5
2024 Q2	$15.9M	Buy	260,945 +6,527	+3%	+$391K	5.38%	6
2024 Q1	$14.7M	Buy	254,418 +74,655	+42%	+$4.2M	4.87%	7
2023 Q4	$10.1M	Buy	179,763 +66,796	+59%	+$3.59M	3.7%	11
2023 Q3	$5.96M	Buy	112,967 +2,969	+3%	+$161K	2.64%	12
2023 Q2	$5.92M	Buy	109,998 +70,753	+180%	+$3.76M	2.51%	12
2023 Q1	$2.08M	Buy	+39,245	New	+$2.08M	0.91%	17

Other funds holding AVEM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JRM Investment Counsel's AVEM Position: Q2 2026 in Review

JRM Investment Counsel increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.31% in Q2 2026, buying an estimated $97.4K and bringing the position to 337,757 shares worth $32.6M. The position accounts for 7.89% of the portfolio, ranked #5.

JRM Investment Counsel first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. 973 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

JRM Investment Counsel held 337,757 shares of Avantis Emerging Markets Equity ETF worth $32.6M as of Q2 2026.
JRM Investment Counsel bought 1,056 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $97.4K.
Avantis Emerging Markets Equity ETF made up 7.89% of JRM Investment Counsel's portfolio in Q2 2026, its #5 holding.
JRM Investment Counsel first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
973 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on JRM Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.