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

North Ridge 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 Q1	$672K	Sell	8,346 -1,655	-17%	-$137K	0.38%	27
2025 Q4	$770K	Buy	10,001 +13	+0.1%	+$995	0.43%	23
2025 Q3	$750K	Buy	9,988 +348	+4%	+$24.9K	0.43%	23
2025 Q2	$661K	Buy	9,640 +1,297	+16%	+$81.7K	0.41%	23
2025 Q1	$502K	Buy	8,343 +243	+3%	+$14.6K	0.34%	27
2024 Q4	$476K	Hold	8,100	–	–	0.33%	29
2024 Q3	$523K	Hold	8,100	–	–	0.36%	29
2024 Q2	$495K	Sell	8,100 -524	-6%	-$31.4K	0.38%	29
2024 Q1	$500K	Buy	8,624 +44	+0.5%	+$2.47K	0.39%	29
2023 Q4	$484K	Hold	8,580	–	–	0.4%	29
2023 Q3	$453K	Buy	8,580 +26	+0.3%	+$1.41K	0.44%	30
2023 Q2	$460K	Sell	8,554 -589	-6%	-$31.3K	0.44%	32
2023 Q1	$484K	Buy	+9,143	New	+$486K	0.48%	28

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

North Ridge Wealth Advisors's AVEM Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 17% in Q1 2026, selling an estimated $137K and leaving 8,346 shares worth $672K. The position accounts for 0.38% of the portfolio, ranked #27.

North Ridge Wealth Advisors first reported a position in AVEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $770K in Q4 2025. 918 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

North Ridge Wealth Advisors held 8,346 shares of Avantis Emerging Markets Equity ETF worth $672K as of Q1 2026.
North Ridge Wealth Advisors sold 1,655 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $137K.
Avantis Emerging Markets Equity ETF made up 0.38% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #27 holding.
North Ridge Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $770K in Q4 2025.
918 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.