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Merkkuri Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Merkkuri Wealth Advisors’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 		$868K Sell
8,999
-4,998
-36% -$461K 0.54% 45
2026
Q1 		$1.13M Buy
13,997
+1,829
+15% +$152K 0.75% 38
2025
Q4 		$937K Buy
12,168
+5,807
+91% +$445K 0.64% 44
2025
Q3 		$478K Buy
+6,361
New +$454K 0.35% 55

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Merkkuri Wealth Advisors's AVEM Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 36% in Q2 2026, selling an estimated $461K and leaving 8,999 shares worth $868K. The position accounts for 0.54% of the portfolio, ranked #45.

Merkkuri Wealth Advisors first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2026. 567 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Merkkuri Wealth Advisors held 8,999 shares of Avantis Emerging Markets Equity ETF worth $868K as of Q2 2026.
  • Merkkuri Wealth Advisors sold 4,998 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $461K.
  • Avantis Emerging Markets Equity ETF made up 0.54% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Merkkuri Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Merkkuri Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.13M in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.