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 Q2	$1.06M	Sell	10,991 -1,508	-12%	-$139K	0.49%	54
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 $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lantern Wealth Advisors's AVEM Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 12% in Q2 2026, selling an estimated $139K and leaving 10,991 shares worth $1.06M. The position accounts for 0.49% of the portfolio, ranked #54.

Lantern Wealth Advisors first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Lantern Wealth Advisors held 10,991 shares of Avantis Emerging Markets Equity ETF worth $1.06M as of Q2 2026.
Lantern Wealth Advisors sold 1,508 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $139K.
Avantis Emerging Markets Equity ETF made up 0.49% of Lantern Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Lantern Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.