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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.2M Buy
126,760
+697
+0.6% +$64.3K 5.87% 5
2026
Q1
$10.2M Buy
126,063
+4,448
+4% +$369K 5.58% 5
2025
Q4
$9.37M Sell
121,615
-5,007
-4% -$383K 5.38% 6
2025
Q3
$9.51M Buy
126,622
+5,921
+5% +$423K 5.53% 6
2025
Q2
$8.27M Sell
120,701
-3,558
-3% -$224K 5.31% 6
2025
Q1
$7.48M Buy
124,259
+12,304
+11% +$740K 5.53% 5
2024
Q4
$6.58M Buy
+111,955
New +$6.97M 5.06% 6

Other funds holding AVEM

Oak Wealth Advisors's AVEM Position: Q2 2026 in Review

Oak Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.55% in Q2 2026, buying an estimated $64.3K and bringing the position to 126,760 shares worth $12.2M. The position accounts for 5.87% of the portfolio, ranked #5.

Oak Wealth Advisors first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Oak Wealth Advisors held 126,760 shares of Avantis Emerging Markets Equity ETF worth $12.2M as of Q2 2026.
  • Oak Wealth Advisors bought 697 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $64.3K.
  • Avantis Emerging Markets Equity ETF made up 5.87% of Oak Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Oak Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.