Peak Planning Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Peak Planning Group’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	$764K	Buy	7,918 +818	+12%	+$75.4K	0.17%	59
2026 Q1	$572K	Buy	7,100 +872	+14%	+$72.4K	0.16%	70
2025 Q4	$480K	Buy	+6,228	New	+$477K	0.13%	82
2025 Q2	–	Sell	-5,169	Closed	-$311K	–	94
2025 Q1	$311K	Sell	5,169 -133	-3%	-$8K	0.13%	95
2024 Q4	$312K	Sell	5,302 -122	-2%	-$7.59K	0.13%	93
2024 Q3	$350K	Sell	5,424 -339	-6%	-$20.8K	0.15%	85
2024 Q2	$352K	Sell	5,763 -369	-6%	-$22.1K	0.17%	79
2024 Q1	$355K	Sell	6,132 -1,009	-14%	-$56.7K	0.22%	56
2023 Q4	$403K	Sell	7,141 -5,736	-45%	-$309K	0.29%	51
2023 Q3	$680K	Sell	12,877 -3,850	-23%	-$209K	0.53%	41
2023 Q2	$900K	Buy	16,727 +13	+0.1%	+$691	0.67%	33
2023 Q1	$884K	Buy	16,714 +2,273	+16%	+$121K	0.72%	33
2022 Q4	$729K	Buy	14,441 +101	+0.7%	+$4.94K	0.64%	38
2022 Q3	$659K	Sell	14,340 -1,006	-7%	-$51.2K	0.61%	40
2022 Q2	$798K	Buy	+15,346	New	+$850K	0.67%	33
2021 Q4	$1.06M	Sell	16,782 -484	-3%	-$31.2K	0.78%	25
2021 Q3	$1.11M	Buy	+17,266	New	+$1.15M	0.96%	22
2021 Q1	$523K	Buy	+7,953	New	+$525K	0.51%	43

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Peak Planning Group's AVEM Position: Q2 2026 in Review

Peak Planning Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 12% in Q2 2026, buying an estimated $75.4K and bringing the position to 7,918 shares worth $764K. The position accounts for 0.17% of the portfolio, ranked #59.

Peak Planning Group first reported a position in AVEM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q3 2021. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Peak Planning Group held 7,918 shares of Avantis Emerging Markets Equity ETF worth $764K as of Q2 2026.
Peak Planning Group bought 818 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $75.4K.
Avantis Emerging Markets Equity ETF made up 0.17% of Peak Planning Group's portfolio in Q2 2026, its #59 holding.
Peak Planning Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2021 and has held it in 18 quarters since.
Peak Planning Group's Avantis Emerging Markets Equity ETF position peaked at $1.11M in Q3 2021.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.