Kaufman Rossin Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Kaufman Rossin 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 Q2	$592K	Buy	6,301 +1,089	+21%	+$100K	0.28%	39
2026 Q1	$420K	Buy	5,212 +931	+22%	+$77.3K	0.24%	50
2025 Q4	$330K	Sell	4,281 -353	-8%	-$27K	0.17%	89
2025 Q3	$348K	Sell	4,634 -522	-10%	-$37.3K	0.19%	79
2025 Q2	$353K	Buy	+5,156	New	+$325K	0.22%	64

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Kaufman Rossin Wealth's AVEM Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 21% in Q2 2026, buying an estimated $100K and bringing the position to 6,301 shares worth $592K. The position accounts for 0.28% of the portfolio, ranked #39.

Kaufman Rossin Wealth first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Kaufman Rossin Wealth held 6,301 shares of Avantis Emerging Markets Equity ETF worth $592K as of Q2 2026.
Kaufman Rossin Wealth bought 1,089 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $100K.
Avantis Emerging Markets Equity ETF made up 0.28% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #39 holding.
Kaufman Rossin Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.