OIA
AVEM icon

OneDigital Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

OneDigital Investment 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 		$133M Sell
1,374,387
-514,563
-27% -$47.5M 1.12% 15
2026
Q1 		$152M Sell
1,888,950
-356,245
-16% -$29.6M 1.49% 12
2025
Q4 		$173M Buy
2,245,195
+1,975,286
+732% +$151M 1.69% 9
2025
Q3 		$20.3M Buy
269,909
+49,736
+23% +$3.55M 0.21% 103
2025
Q2 		$15.1M Buy
220,173
+12,055
+6% +$759K 0.17% 118
2025
Q1 		$12.5M Sell
208,118
-2,116
-1% -$127K 0.15% 133
2024
Q4 		$12.4M Buy
210,234
+9,910
+5% +$617K 0.14% 136
2024
Q3 		$12.9M Buy
200,324
+3,332
+2% +$204K 0.15% 125
2024
Q2 		$12M Buy
196,992
+5,326
+3% +$319K 0.15% 120
2024
Q1 		$11.1M Buy
191,666
+7,034
+4% +$395K 0.17% 115
2023
Q4 		$10.4M Buy
184,632
+9,820
+6% +$528K 0.18% 114
2023
Q3 		$9.23M Buy
174,812
+20,040
+13% +$1.09M 0.2% 102
2023
Q2 		$8.33M Buy
154,772
+25,168
+19% +$1.34M 0.18% 104
2023
Q1 		$6.85M Buy
129,604
+85,591
+194% +$4.55M 0.16% 117
2022
Q4 		$2.22M Buy
44,013
+31,589
+254% +$1.54M 0.06% 245
2022
Q3 		$571K Buy
+12,424
New +$632K 0.02% 424

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

OneDigital Investment Advisors's AVEM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 27% in Q2 2026, selling an estimated $47.5M and leaving 1,374,387 shares worth $133M. The position accounts for 1.12% of the portfolio, ranked #15.

OneDigital Investment Advisors first reported a position in AVEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $173M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • OneDigital Investment Advisors held 1,374,387 shares of Avantis Emerging Markets Equity ETF worth $133M as of Q2 2026.
  • OneDigital Investment Advisors sold 514,563 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $47.5M.
  • Avantis Emerging Markets Equity ETF made up 1.12% of OneDigital Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • OneDigital Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's Avantis Emerging Markets Equity ETF position peaked at $173M in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.