Naples Global Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Naples Global 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	$334K	Buy	3,459 +100	+3%	+$9.22K	0.02%	396
2026 Q1	$271K	Buy	3,359 +131	+4%	+$10.9K	0.02%	401
2025 Q4	$249K	Hold	3,228	–	–	0.02%	403
2025 Q3	$242K	Hold	3,228	–	–	0.02%	404
2025 Q2	$221K	Buy	+3,228	New	+$203K	0.02%	401

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

Naples Global Advisors's AVEM Position: Q2 2026 in Review

Naples Global Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3% in Q2 2026, buying an estimated $9.22K and bringing the position to 3,459 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #396.

Naples Global Advisors first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Naples Global Advisors held 3,459 shares of Avantis Emerging Markets Equity ETF worth $334K as of Q2 2026.
Naples Global Advisors bought 100 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.22K.
Avantis Emerging Markets Equity ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #396 holding.
Naples Global Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.