LFA
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Level Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Level Financial 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 		$6.38M Sell
66,122
-1,071
-2% -$98.8K 1.43% 21
2026
Q1 		$5.41M Sell
67,193
-785
-1% -$65.2K 1.38% 21
2025
Q4 		$5.24M Buy
67,978
+753
+1% +$57.6K 1.38% 19
2025
Q3 		$5.05M Sell
67,225
-531
-0.8% -$37.9K 1.42% 20
2025
Q2 		$4.64M Buy
67,756
+1,205
+2% +$75.9K 1.45% 21
2025
Q1 		$4M Buy
66,551
+4,158
+7% +$250K 1.36% 21
2024
Q4 		$3.67M Buy
62,393
+1,326
+2% +$82.5K 1.35% 20
2024
Q3 		$3.94M Buy
61,067
+3,406
+6% +$209K 1.51% 18
2024
Q2 		$3.52M Buy
57,661
+1,335
+2% +$80K 1.53% 17
2024
Q1 		$3.26M Buy
56,326
+5,298
+10% +$298K 1.48% 16
2023
Q4 		$2.88M Buy
51,028
+6,108
+14% +$329K 1.42% 19
2023
Q3 		$2.37M Buy
44,920
+3,696
+9% +$201K 1.33% 18
2023
Q2 		$2.22M Buy
41,224
+6,731
+20% +$358K 1.24% 18
2023
Q1 		$1.82M Buy
34,493
+985
+3% +$52.3K 1.1% 20
2022
Q4 		$1.69M Buy
33,508
+16,561
+98% +$810K 1.11% 19
2022
Q3 		$778K Buy
16,947
+7,682
+83% +$391K 0.57% 24
2022
Q2 		$482K Buy
9,265
+5,161
+126% +$286K 0.35% 33
2022
Q1 		$243K Buy
4,104
+386
+10% +$23.7K 0.19% 38
2021
Q4 		$235K Buy
+3,718
New +$239K 0.18% 40

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return