OFI
AVEM icon

Outbound Financial Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Outbound Financial Inc’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 		$2.33M Sell
24,187
-67
-0.3% -$6.18K 1.51% 18
2026
Q1 		$1.95M Sell
24,254
-189
-0.8% -$15.7K 1.47% 17
2025
Q4 		$1.88M Sell
24,443
-181
-0.7% -$13.9K 1.47% 18
2025
Q3 		$1.85M Sell
24,624
-119
-0.5% -$8.5K 1.51% 18
2025
Q2 		$1.7M Buy
+24,743
New +$1.56M 1.55% 15

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Outbound Financial Inc's AVEM Position: Q2 2026 in Review

Outbound Financial Inc reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.28% in Q2 2026, selling an estimated $6.18K and leaving 24,187 shares worth $2.33M. The position accounts for 1.51% of the portfolio, ranked #18.

Outbound Financial Inc first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Outbound Financial Inc held 24,187 shares of Avantis Emerging Markets Equity ETF worth $2.33M as of Q2 2026.
  • Outbound Financial Inc sold 67 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.18K.
  • Avantis Emerging Markets Equity ETF made up 1.51% of Outbound Financial Inc's portfolio in Q2 2026, its #18 holding.
  • Outbound Financial Inc first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.