Lantern Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Lantern Wealth Advisors’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	$1.01M	Sell	12,499 -1,035	-8%	-$85.9K	0.52%	52
2025 Q4	$1.04M	Buy	13,534 +5,865	+76%	+$449K	0.55%	49
2025 Q3	$576K	Buy	+7,669	New	+$548K	0.31%	81

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lantern Wealth Advisors's AVEM Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.6% in Q1 2026, selling an estimated $85.9K and leaving 12,499 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #52.

Lantern Wealth Advisors first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Lantern Wealth Advisors held 12,499 shares of Avantis Emerging Markets Equity ETF worth $1.01M as of Q1 2026.
Lantern Wealth Advisors sold 1,035 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $85.9K.
Avantis Emerging Markets Equity ETF made up 0.52% of Lantern Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Lantern Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
Lantern Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.04M in Q4 2025.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.