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Kelman-Lazarov Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Kelman-Lazarov Inc’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 		$5.41M Sell
67,140
-3,186
-5% -$265K 0.78% 24
2025
Q4 		$5.42M Buy
70,326
+263
+0.4% +$20.1K 0.77% 24
2025
Q3 		$5.26M Sell
70,063
-2,247
-3% -$161K 0.78% 24
2025
Q2 		$4.96M Sell
72,310
-29,772
-29% -$1.88M 0.8% 23
2025
Q1 		$6.14M Sell
102,082
-1,378
-1% -$82.9K 1.12% 20
2024
Q4 		$6.08M Sell
103,460
-6,612
-6% -$412K 1.09% 21
2024
Q3 		$7.11M Buy
110,072
+937
+0.9% +$57.4K 1.22% 21
2024
Q2 		$6.67M Sell
109,135
-311
-0.3% -$18.6K 1.24% 21
2024
Q1 		$6.34M Sell
109,446
-1,951
-2% -$110K 1.24% 20
2023
Q4 		$6.28M Buy
111,397
+8,634
+8% +$465K 1.36% 18
2023
Q3 		$5.42M Buy
102,763
+9,088
+10% +$494K 1.28% 18
2023
Q2 		$5.04M Sell
93,675
-4,095
-4% -$218K 1.21% 17
2023
Q1 		$5.17M Buy
97,770
+7,934
+9% +$421K 1.34% 17
2022
Q4 		$4.53M Buy
+89,836
New +$4.39M 1.28% 17

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kelman-Lazarov Inc's AVEM Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.5% in Q1 2026, selling an estimated $265K and leaving 67,140 shares worth $5.41M. The position accounts for 0.78% of the portfolio, ranked #24.

Kelman-Lazarov Inc first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.11M in Q3 2024. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Kelman-Lazarov Inc held 67,140 shares of Avantis Emerging Markets Equity ETF worth $5.41M as of Q1 2026.
  • Kelman-Lazarov Inc sold 3,186 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $265K.
  • Avantis Emerging Markets Equity ETF made up 0.78% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #24 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Kelman-Lazarov Inc's Avantis Emerging Markets Equity ETF position peaked at $7.11M in Q3 2024.
  • 915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.