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Morris Financial Concepts’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Morris Financial Concepts’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
Q1 		$708K Buy
8,792
+123
+1% +$10.2K 0.24% 56
2025
Q4 		$668K Sell
8,669
-271
-3% -$20.7K 0.23% 60
2025
Q3 		$671K Sell
8,940
-71
-0.8% -$5.07K 0.24% 59
2025
Q2 		$618K Sell
9,011
-165
-2% -$10.4K 0.25% 58
2025
Q1 		$552K Sell
9,176
-657
-7% -$39.5K 0.23% 65
2024
Q4 		$578K Sell
9,833
-2,635
-21% -$164K 0.25% 57
2024
Q3 		$805K Buy
12,468
+42
+0.3% +$2.57K 0.35% 46
2024
Q2 		$759K Sell
12,426
-317
-2% -$19K 0.36% 44
2024
Q1 		$739K Buy
12,743
+66
+0.5% +$3.71K 0.38% 42
2023
Q4 		$715K Buy
12,677
+282
+2% +$15.2K 0.41% 38
2023
Q3 		$654K Buy
12,395
+201
+2% +$10.9K 0.43% 37
2023
Q2 		$656K Buy
12,194
+258
+2% +$13.7K 0.42% 37
2023
Q1 		$631K Buy
11,936
+825
+7% +$43.8K 0.44% 37
2022
Q4 		$561K Buy
11,111
+7,124
+179% +$348K 0.45% 39
2022
Q3 		$183K Buy
3,987
+773
+24% +$39.3K 0.19% 66
2022
Q2 		$167K Buy
3,214
+2,319
+259% +$128K 0.16% 70
2022
Q1 		$53K Buy
895
+597
+200% +$36.6K 0.04% 85
2021
Q4 		$19K Buy
+298
New +$19.2K 0.02% 85

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morris Financial Concepts's AVEM Position: Q1 2026 in Review

Morris Financial Concepts increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.4% in Q1 2026, buying an estimated $10.2K and bringing the position to 8,792 shares worth $708K. The position accounts for 0.24% of the portfolio, ranked #56.

Morris Financial Concepts first reported a position in AVEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $805K in Q3 2024. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Morris Financial Concepts held 8,792 shares of Avantis Emerging Markets Equity ETF worth $708K as of Q1 2026.
  • Morris Financial Concepts bought 123 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $10.2K.
  • Avantis Emerging Markets Equity ETF made up 0.24% of Morris Financial Concepts's portfolio in Q1 2026, its #56 holding.
  • Morris Financial Concepts first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Morris Financial Concepts's Avantis Emerging Markets Equity ETF position peaked at $805K in Q3 2024.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.