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

LifeSteps Financial’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	$5.02K	Buy	+52	New	+$4.79K	﹤0.01%	534

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

LifeSteps Financial's AVEM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 52 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

520 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

LifeSteps Financial held 52 shares of Avantis Emerging Markets Equity ETF worth $5.02K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new LifeSteps Financial position in Q2 2026.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #534 holding.
520 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.