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Marietta Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Marietta Wealth Management’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 		$23.1M Sell
239,063
-1,327
-0.6% -$122K 2.38% 6
2026
Q1 		$19.4M Sell
240,390
-4,034
-2% -$335K 2.3% 7
2025
Q4 		$18.8M Buy
+244,424
New +$18.7M 2.18% 7

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

Marietta Wealth Management's AVEM Position: Q2 2026 in Review

Marietta Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.55% in Q2 2026, selling an estimated $122K and leaving 239,063 shares worth $23.1M. The position accounts for 2.38% of the portfolio, ranked #6.

Marietta Wealth Management first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Marietta Wealth Management held 239,063 shares of Avantis Emerging Markets Equity ETF worth $23.1M as of Q2 2026.
  • Marietta Wealth Management sold 1,327 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $122K.
  • Avantis Emerging Markets Equity ETF made up 2.38% of Marietta Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Marietta Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.