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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
Q2 		$809K Sell
8,388
-404
-5% -$37.3K 0.25% 55
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 $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morris Financial Concepts's AVEM Position: Q2 2026 in Review

Morris Financial Concepts reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.6% in Q2 2026, selling an estimated $37.3K and leaving 8,388 shares worth $809K. The position accounts for 0.25% of the portfolio, ranked #55.

Morris Financial Concepts first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Morris Financial Concepts held 8,388 shares of Avantis Emerging Markets Equity ETF worth $809K as of Q2 2026.
  • Morris Financial Concepts sold 404 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $37.3K.
  • Avantis Emerging Markets Equity ETF made up 0.25% of Morris Financial Concepts's portfolio in Q2 2026, its #55 holding.
  • Morris Financial Concepts first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.