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ORG Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

ORG Wealth Partners’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 		$22.8K Sell
235
-11
-4% -$1.01K ﹤0.01% 425
2026
Q1 		$19.9K Buy
246
+45
+22% +$3.74K ﹤0.01% 411
2025
Q4 		$15.6K Buy
201
+53
+36% +$4.06K ﹤0.01% 437
2025
Q3 		$11.2K Buy
148
+60
+68% +$4.29K ﹤0.01% 454
2025
Q2 		$6.13K Buy
88
+11
+14% +$693 ﹤0.01% 528
2025
Q1 		$4.75K Buy
+77
New +$4.63K ﹤0.01% 618

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

ORG Wealth Partners's AVEM Position: Q2 2026 in Review

ORG Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.5% in Q2 2026, selling an estimated $1.01K and leaving 235 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

ORG Wealth Partners first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • ORG Wealth Partners held 235 shares of Avantis Emerging Markets Equity ETF worth $22.8K as of Q2 2026.
  • ORG Wealth Partners sold 11 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.01K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #425 holding.
  • ORG Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.