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Perigon Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Perigon Wealth Management’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 		$5.87M Sell
60,801
-357
-0.6% -$32.9K 0.09% 206
2026
Q1 		$4.93M Buy
61,158
+3,425
+6% +$284K 0.09% 220
2025
Q4 		$4.45M Buy
57,733
+759
+1% +$58.1K 0.08% 228
2025
Q3 		$4.28M Sell
56,974
-1,228
-2% -$87.7K 0.09% 223
2025
Q2 		$3.99M Buy
58,202
+4,090
+8% +$258K 0.09% 217
2025
Q1 		$3.26M Sell
54,112
-390
-0.7% -$23.5K 0.08% 232
2024
Q4 		$3.18M Buy
54,502
+6,083
+13% +$379K 0.08% 234
2024
Q3 		$3.13M Buy
48,419
+569
+1% +$34.8K 0.08% 221
2024
Q2 		$2.92M Sell
47,850
-345
-0.7% -$20.7K 0.08% 203
2024
Q1 		$2.79M Buy
48,195
+837
+2% +$47.1K 0.08% 211
2023
Q4 		$2.67M Buy
47,358
+27,269
+136% +$1.47M 0.09% 188
2023
Q3 		$1.06M Buy
20,089
+7,577
+61% +$412K 0.04% 295
2023
Q2 		$673K Buy
12,512
+217
+2% +$11.5K 0.03% 387
2023
Q1 		$650K Buy
12,295
+879
+8% +$46.7K 0.04% 345
2022
Q4 		$576K Sell
11,416
-13,807
-55% -$675K 0.04% 361
2022
Q3 		$1.16M Sell
25,223
-898
-3% -$45.7K 0.1% 188
2022
Q2 		$1.36M Buy
26,121
+10,733
+70% +$594K 0.11% 172
2022
Q1 		$912K Sell
15,388
-4,239
-22% -$260K 0.06% 251
2021
Q4 		$1.24M Buy
19,627
+11,993
+157% +$772K 0.09% 190
2021
Q3 		$492K Buy
7,634
+1,409
+23% +$93.4K 0.04% 309
2021
Q2 		$433K Sell
6,225
-28
-0.4% -$1.9K 0.04% 333
2021
Q1 		$411K Buy
6,253
+573
+10% +$37.8K 0.04% 331
2020
Q4 		$351K Buy
5,680
+1,181
+26% +$67K 0.04% 309
2020
Q3 		$233K Buy
+4,499
New +$233K 0.03% 343

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

Perigon Wealth Management's AVEM Position: Q2 2026 in Review

Perigon Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.58% in Q2 2026, selling an estimated $32.9K and leaving 60,801 shares worth $5.87M. The position accounts for 0.09% of the portfolio, ranked #206.

Perigon Wealth Management first reported a position in AVEM in Q3 2020 and has held it in 24 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Perigon Wealth Management held 60,801 shares of Avantis Emerging Markets Equity ETF worth $5.87M as of Q2 2026.
  • Perigon Wealth Management sold 357 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $32.9K.
  • Avantis Emerging Markets Equity ETF made up 0.09% of Perigon Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Perigon Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.