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Oakworth Capital’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Oakworth Capital’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 		$16.6K Buy
+178
New +$16.4K ﹤0.01% 622
2025
Q4 		– Sell
-12
Closed -$901 – 860
2025
Q3 		$901 Buy
+12
New +$857 ﹤0.01% 790
2024
Q3 		– Sell
-109
Closed -$6.66K – 674
2024
Q2 		$6.66K Buy
+109
New +$6.54K ﹤0.01% 529

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Oakworth Capital's AVEM Position: Q2 2026 in Review

Oakworth Capital opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 178 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Oakworth Capital previously reported a position in AVEM as recently as Q3 2025.

Oakworth Capital first reported a position in AVEM in Q2 2024 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Oakworth Capital held 178 shares of Avantis Emerging Markets Equity ETF worth $16.6K as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Oakworth Capital position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #622 holding.
  • Oakworth Capital first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.