Philip James Wealth Mangement’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Philip James Wealth Mangement’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	$3.16M	Sell	32,753 -1,496	-4%	-$138K	0.36%	57
2026 Q1	$2.76M	Sell	34,249 -15,420	-31%	-$1.28M	0.32%	59
2025 Q4	$3.83M	Buy	49,669 +239	+0.5%	+$18.3K	0.44%	49
2025 Q3	$3.71M	Buy	49,430 +20,887	+73%	+$1.49M	0.43%	50
2025 Q2	$1.96M	Buy	28,543 +593	+2%	+$37.3K	0.25%	67
2025 Q1	$1.68M	Buy	27,950 +88	+0.3%	+$5.29K	0.2%	63
2024 Q4	$1.64M	Buy	+27,862	New	+$1.73M	0.21%	65

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

Philip James Wealth Mangement's AVEM Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.4% in Q2 2026, selling an estimated $138K and leaving 32,753 shares worth $3.16M. The position accounts for 0.36% of the portfolio, ranked #57.

Philip James Wealth Mangement first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Philip James Wealth Mangement held 32,753 shares of Avantis Emerging Markets Equity ETF worth $3.16M as of Q2 2026.
Philip James Wealth Mangement sold 1,496 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $138K.
Avantis Emerging Markets Equity ETF made up 0.36% of Philip James Wealth Mangement's portfolio in Q2 2026, its #57 holding.
Philip James Wealth Mangement first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Avantis Emerging Markets Equity ETF position peaked at $3.83M in Q4 2025.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.