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 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

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

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

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

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return