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

Merit Financial Group’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	$9.11M	Buy	94,385 +2,242	+2%	+$207K	0.06%	277
2026 Q1	$7.42M	Sell	92,143 -21,369	-19%	-$1.77M	0.06%	291
2025 Q4	$8.74M	Sell	113,512 -33,373	-23%	-$2.55M	0.07%	226
2025 Q3	$11M	Sell	146,885 -24,711	-14%	-$1.77M	0.1%	162
2025 Q2	$11.8M	Sell	171,596 -693,484	-80%	-$43.7M	0.13%	124
2025 Q1	$52.1M	Buy	865,080 +151,556	+21%	+$9.11M	0.78%	28
2024 Q4	$41.9M	Buy	713,524 +591,800	+486%	+$36.8M	0.75%	28
2024 Q3	$7.86M	Sell	121,724 -15,635	-11%	-$957K	0.18%	104
2024 Q2	$8.39M	Sell	137,359 -3,998	-3%	-$240K	0.19%	88
2024 Q1	$8.53M	Buy	141,357 +17,414	+14%	+$979K	0.2%	85
2023 Q4	$6.99M	Buy	+123,943	New	+$6.67M	0.21%	74

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 22.96% 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

Merit Financial Group's AVEM Position: Q2 2026 in Review

Merit Financial Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.4% in Q2 2026, buying an estimated $207K and bringing the position to 94,385 shares worth $9.11M. The position accounts for 0.06% of the portfolio, ranked #277.

Merit Financial Group first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.1M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Merit Financial Group held 94,385 shares of Avantis Emerging Markets Equity ETF worth $9.11M as of Q2 2026.
Merit Financial Group bought 2,242 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $207K.
Avantis Emerging Markets Equity ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #277 holding.
Merit Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's Avantis Emerging Markets Equity ETF position peaked at $52.1M in Q1 2025.
1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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