ORBA 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
$3.47M Buy
35,980
+7,512
+26% +$693K 2.97% 7
2026
Q1
$2.29M Sell
28,468
-9,825
-26% -$816K 2.74% 9
2025
Q4
$2.95M Sell
38,293
-7,112
-16% -$544K 2.56% 10
2025
Q3
$3.41M Buy
45,405
+1,347
+3% +$96.2K 2.81% 10
2025
Q2
$3.02M Sell
44,058
-29,138
-40% -$1.84M 2.75% 12
2025
Q1
$4.4M Buy
73,196
+7,800
+12% +$469K 2.22% 16
2024
Q4
$3.84M Buy
65,396
+175
+0.3% +$10.9K 2.01% 16
2024
Q3
$4.21M Buy
65,221
+375
+0.6% +$23K 2.13% 15
2024
Q2
$3.96M Buy
64,846
+529
+0.8% +$31.7K 2.05% 17
2024
Q1
$3.73M Buy
64,317
+1,325
+2% +$74.5K 2.06% 17
2023
Q4
$3.55M Buy
+62,992
New +$3.39M 2.13% 16

Other funds holding AVEM

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

ORBA Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 26% in Q2 2026, buying an estimated $693K and bringing the position to 35,980 shares worth $3.47M. The position accounts for 2.97% of the portfolio, ranked #7.

ORBA Wealth Advisors first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.4M in Q1 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • ORBA Wealth Advisors held 35,980 shares of Avantis Emerging Markets Equity ETF worth $3.47M as of Q2 2026.
  • ORBA Wealth Advisors bought 7,512 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $693K.
  • Avantis Emerging Markets Equity ETF made up 2.97% of ORBA Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • ORBA Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $4.4M in Q1 2025.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.