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

MBE 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 		$398K Buy
4,126
+6
+0.1% +$553 0.14% 98
2026
Q1 		$332K Sell
4,120
-489
-11% -$40.6K 0.14% 101
2025
Q4 		$355K Buy
4,609
+590
+15% +$45.2K 0.15% 89
2025
Q3 		$302K Buy
4,019
+459
+13% +$32.8K 0.13% 101
2025
Q2 		$244K Sell
3,560
-233
-6% -$14.7K 0.11% 117
2025
Q1 		$228K Buy
3,793
+331
+10% +$19.9K 0.11% 109
2024
Q4 		$204K Buy
+3,462
New +$215K 0.11% 99

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

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

MBE Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.15% in Q2 2026, buying an estimated $553 and bringing the position to 4,126 shares worth $398K. The position accounts for 0.14% of the portfolio, ranked #98.

MBE Wealth Management first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • MBE Wealth Management held 4,126 shares of Avantis Emerging Markets Equity ETF worth $398K as of Q2 2026.
  • MBE Wealth Management bought 6 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $553.
  • Avantis Emerging Markets Equity ETF made up 0.14% of MBE Wealth Management's portfolio in Q2 2026, its #98 holding.
  • MBE Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.