LFS
AVEM icon

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

Lutz Financial Services’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 		$267K Buy
2,767
+1
+0% +$92 0.02% 99
2026
Q1 		$223K Hold
2,766
– – 0.02% 99
2025
Q4 		$213K Buy
2,766
+17
+0.6% +$1.3K 0.01% 101
2025
Q3 		$206K Buy
+2,749
New +$196K 0.01% 96

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

Lutz Financial Services's AVEM Position: Q2 2026 in Review

Lutz Financial Services increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.04% in Q2 2026, buying an estimated $92 and bringing the position to 2,767 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #99.

Lutz Financial Services first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Lutz Financial Services held 2,767 shares of Avantis Emerging Markets Equity ETF worth $267K as of Q2 2026.
  • Lutz Financial Services bought 1 Avantis Emerging Markets Equity ETF share in Q2 2026, an estimated $92.
  • Avantis Emerging Markets Equity ETF made up 0.02% of Lutz Financial Services's portfolio in Q2 2026, its #99 holding.
  • Lutz Financial Services first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.