Leading Edge Financial Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Leading Edge Financial Planning’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	$2.01M	Buy	25,000 +3,525	+16%	+$293K	0.42%	19
2025 Q4	$1.65M	Buy	21,475 +749	+4%	+$57.3K	0.38%	21
2025 Q3	$1.56M	Sell	20,726 -1,111	-5%	-$79.4K	0.39%	22
2025 Q2	$1.5M	Sell	21,837 -370	-2%	-$23.3K	0.42%	22
2025 Q1	$1.34M	Sell	22,207 -846	-4%	-$50.9K	0.42%	22
2024 Q4	$1.36M	Buy	23,053 +1,222	+6%	+$76.1K	0.44%	19
2024 Q3	$1.41M	Buy	21,831 +1,000	+5%	+$61.2K	0.47%	21
2024 Q2	$1.27M	Buy	+20,831	New	+$1.25M	0.51%	19

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

Leading Edge Financial Planning's AVEM Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 16% in Q1 2026, buying an estimated $293K and bringing the position to 25,000 shares worth $2.01M. The position accounts for 0.42% of the portfolio, ranked #19.

Leading Edge Financial Planning first reported a position in AVEM in Q2 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Leading Edge Financial Planning held 25,000 shares of Avantis Emerging Markets Equity ETF worth $2.01M as of Q1 2026.
Leading Edge Financial Planning bought 3,525 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $293K.
Avantis Emerging Markets Equity ETF made up 0.42% of Leading Edge Financial Planning's portfolio in Q1 2026, its #19 holding.
Leading Edge Financial Planning first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.