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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
Q3 		$6.27M Buy
66,724
+602
+0.9% +$56K 1.39% 22
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Level Financial Advisors's AVEM Position: Q3 2026 in Review

Level Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.91% in Q3 2026, buying an estimated $56K and bringing the position to 66,724 shares worth $6.27M. The position accounts for 1.39% of the portfolio, ranked #22.

Level Financial Advisors first reported a position in AVEM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q2 2026. 127 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Level Financial Advisors held 66,724 shares of Avantis Emerging Markets Equity ETF worth $6.27M as of Q3 2026.
  • Level Financial Advisors bought 602 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $56K.
  • Avantis Emerging Markets Equity ETF made up 1.39% of Level Financial Advisors's portfolio in Q3 2026, its #22 holding.
  • Level Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Level Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $6.38M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.