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

Larson Financial 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 		$7.14M Sell
74,040
-86,086
-54% -$7.94M 0.19% 95
2026
Q1 		$12.9M Sell
160,126
-44,037
-22% -$3.66M 0.41% 53
2025
Q4 		$15.7M Sell
204,163
-27,205
-12% -$2.08M 0.52% 41
2025
Q3 		$17.4M Sell
231,368
-71,788
-24% -$5.13M 0.61% 32
2025
Q2 		$20.8M Sell
303,156
-75,389
-20% -$4.75M 0.83% 20
2025
Q1 		$22.8M Sell
378,545
-38,473
-9% -$2.31M 1.08% 14
2024
Q4 		$24.5M Sell
417,018
-56,305
-12% -$3.5M 1.27% 12
2024
Q3 		$30.6M Sell
473,323
-49,094
-9% -$3.01M 1.73% 8
2024
Q2 		$31.9M Sell
522,417
-40,672
-7% -$2.44M 2.18% 6
2024
Q1 		$32.6M Sell
563,089
-36,192
-6% -$2.03M 2.52% 5
2023
Q4 		$33.8M Buy
599,281
+3,275
+0.5% +$176K 2.95% 5
2023
Q3 		$31.5M Buy
596,006
+43,658
+8% +$2.37M 3.09% 4
2023
Q2 		$29.7M Buy
552,348
+41,720
+8% +$2.22M 2.97% 4
2023
Q1 		$27M Buy
510,628
+41,837
+9% +$2.22M 2.93% 4
2022
Q4 		$23.7M Sell
468,791
-90,521
-16% -$4.43M 2.83% 4
2022
Q3 		$25.7M Buy
559,312
+163,816
+41% +$8.34M 3.65% 3
2022
Q2 		$20.6M Buy
395,496
+35,793
+10% +$1.98M 3.56% 6
2022
Q1 		$21.3M Buy
359,703
+35,324
+11% +$2.17M 3.41% 6
2021
Q4 		$20.5M Buy
324,379
+52,331
+19% +$3.37M 3.26% 7
2021
Q3 		$17.6M Buy
272,048
+270,848
+22,571% +$18M 3.48% 7
2021
Q2 		$83K Buy
+1,200
New +$81.6K 0.02% 205

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Larson Financial Group's AVEM Position: Q2 2026 in Review

Larson Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 54% in Q2 2026, selling an estimated $7.94M and leaving 74,040 shares worth $7.14M. The position accounts for 0.19% of the portfolio, ranked #95.

Larson Financial Group first reported a position in AVEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $33.8M in Q4 2023. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Larson Financial Group held 74,040 shares of Avantis Emerging Markets Equity ETF worth $7.14M as of Q2 2026.
  • Larson Financial Group sold 86,086 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.94M.
  • Avantis Emerging Markets Equity ETF made up 0.19% of Larson Financial Group's portfolio in Q2 2026, its #95 holding.
  • Larson Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Larson Financial Group's Avantis Emerging Markets Equity ETF position peaked at $33.8M in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.