Lakeridge Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Bought
Maintained
Sold
Other funds holding AVEM
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Lakeridge Wealth Management's AVEM Position: Q2 2026 in Review
Lakeridge Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 21% in Q2 2026, selling an estimated $1.49M and leaving 59,352 shares worth $5.73M. The position accounts for 2.1% of the portfolio, ranked #11.
Lakeridge Wealth Management first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.08M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.
- Lakeridge Wealth Management held 59,352 shares of Avantis Emerging Markets Equity ETF worth $5.73M as of Q2 2026.
- Lakeridge Wealth Management sold 16,146 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.49M.
- Avantis Emerging Markets Equity ETF made up 2.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #11 holding.
- Lakeridge Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
- Lakeridge Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $6.08M in Q1 2026.
- 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.
Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.