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

McCartney 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	$3.65M	Sell	37,863 -2	-0%	-$184	2.77%	13
2026 Q1	$3.05M	Sell	37,865 -329	-0.9%	-$27.3K	2.57%	13
2025 Q4	$2.94M	Buy	+38,194	New	+$2.92M	2.54%	14

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

McCartney Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.01% in Q2 2026, selling an estimated $184 and leaving 37,863 shares worth $3.65M. The position accounts for 2.77% of the portfolio, ranked #13.

McCartney Wealth Management first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

McCartney Wealth Management held 37,863 shares of Avantis Emerging Markets Equity ETF worth $3.65M as of Q2 2026.
McCartney Wealth Management sold 2 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $184.
Avantis Emerging Markets Equity ETF made up 2.77% of McCartney Wealth Management's portfolio in Q2 2026, its #13 holding.
McCartney Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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