LAM Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

LAM Group’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 Q3	$2.38M	Buy	25,270 +2,405	+11%	+$224K	1.2%	27
2026 Q2	$2.21M	Buy	22,865 +1,235	+6%	+$114K	1.1%	29
2026 Q1	$1.74M	Sell	21,630 -380	-2%	-$31.6K	0.96%	30
2025 Q4	$1.7M	Buy	22,010 +8,035	+57%	+$615K	0.97%	28
2025 Q3	$1.05M	Sell	13,975 -830	-6%	-$59.3K	0.65%	36
2025 Q2	$1.01M	Buy	14,805 +3,080	+26%	+$194K	0.68%	37
2025 Q1	$705K	Sell	11,725 -1,600	-12%	-$96.2K	0.52%	47
2024 Q4	$783K	Sell	13,325 -7,100	-35%	-$442K	0.56%	46
2024 Q3	$1.32M	Buy	20,425 +6,605	+48%	+$404K	0.93%	31
2024 Q2	$844K	Sell	13,820 -930	-6%	-$55.8K	0.71%	36
2024 Q1	$855K	Buy	14,750 +5,110	+53%	+$287K	0.7%	37
2023 Q4	$544K	Buy	9,640 +405	+4%	+$21.8K	0.49%	45
2023 Q3	$488K	Buy	9,235 +100	+1%	+$5.43K	0.48%	45
2023 Q2	$492K	Hold	9,135	–	–	0.46%	44
2023 Q1	$483K	Sell	9,135 -30	-0.3%	-$1.59K	0.47%	43
2022 Q4	$462K	Buy	+9,165	New	+$448K	0.47%	42

Other funds holding AVEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LAM Group's AVEM Position: Q3 2026 in Review

LAM Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 11% in Q3 2026, buying an estimated $224K and bringing the position to 25,270 shares worth $2.38M. The position accounts for 1.2% of the portfolio, ranked #27.

LAM Group first reported a position in AVEM in Q4 2022 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

LAM Group held 25,270 shares of Avantis Emerging Markets Equity ETF worth $2.38M as of Q3 2026.
LAM Group bought 2,405 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $224K.
Avantis Emerging Markets Equity ETF made up 1.2% of LAM Group's portfolio in Q3 2026, its #27 holding.
LAM Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
482 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.