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

Modera 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	$17.5M	Buy	181,000 +2,747	+2%	+$253K	0.19%	93
2026 Q1	$14.4M	Sell	178,253 -29	-0%	-$2.41K	0.17%	97
2025 Q4	$13.7M	Sell	178,282 -188	-0.1%	-$14.4K	0.16%	103
2025 Q3	$13.4M	Sell	178,470 -2,606	-1%	-$186K	0.16%	106
2025 Q2	$12.4M	Buy	181,076 +1,234	+0.7%	+$77.7K	0.15%	113
2025 Q1	$10.8M	Buy	179,842 +13,658	+8%	+$821K	0.15%	115
2024 Q4	$9.77M	Buy	+166,184	New	+$10.3M	0.12%	121
2022 Q2	–	Sell	-3,512	Closed	-$208K	–	337
2022 Q1	$208K	Buy	3,512 +101	+3%	+$6.2K	0.01%	340
2021 Q4	$216K	Buy	+3,411	New	+$220K	0.01%	541

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

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

Modera Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.5% in Q2 2026, buying an estimated $253K and bringing the position to 181,000 shares worth $17.5M. The position accounts for 0.19% of the portfolio, ranked #93.

Modera Wealth Management first reported a position in AVEM in Q4 2021 and has held it in 9 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Modera Wealth Management held 181,000 shares of Avantis Emerging Markets Equity ETF worth $17.5M as of Q2 2026.
Modera Wealth Management bought 2,747 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $253K.
Avantis Emerging Markets Equity ETF made up 0.19% of Modera Wealth Management's portfolio in Q2 2026, its #93 holding.
Modera Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 9 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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