Physician Wealth Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Physician Wealth Solutions’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 Q3	$6.48M	Sell	68,940 -6,931	-9%	-$645K	2.55%	15
2026 Q2	$7.32M	Sell	75,871 -1,182	-2%	-$109K	2.78%	15
2026 Q1	$6.21M	Buy	77,053 +2,947	+4%	+$245K	2.57%	15
2025 Q4	$5.71M	Buy	74,106 +3,504	+5%	+$268K	2.42%	16
2025 Q3	$5.3M	Buy	70,602 +438	+0.6%	+$31.3K	2.32%	16
2025 Q2	$4.81M	Buy	70,164 +2,706	+4%	+$170K	2.23%	17
2025 Q1	$4.06M	Buy	67,458 +11,947	+22%	+$718K	2.04%	15
2024 Q4	$3.26M	Buy	55,511 +5,051	+10%	+$314K	1.63%	18
2024 Q3	$3.17M	Buy	50,460 +5,487	+12%	+$336K	1.58%	19
2024 Q2	$2.75M	Buy	44,973 +2,161	+5%	+$130K	1.96%	19
2024 Q1	$2.48M	Buy	42,812 +2,583	+6%	+$145K	2.08%	20
2023 Q4	$2.27M	Buy	+40,229	New	+$2.16M	2.26%	19

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Solutions's AVEM Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 9.1% in Q3 2026, selling an estimated $645K and leaving 68,940 shares worth $6.48M. The position accounts for 2.55% of the portfolio, ranked #15.

Physician Wealth Solutions first reported a position in AVEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.32M in Q2 2026. 219 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Physician Wealth Solutions held 68,940 shares of Avantis Emerging Markets Equity ETF worth $6.48M as of Q3 2026.
Physician Wealth Solutions sold 6,931 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $645K.
Avantis Emerging Markets Equity ETF made up 2.55% of Physician Wealth Solutions's portfolio in Q3 2026, its #15 holding.
Physician Wealth Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Avantis Emerging Markets Equity ETF position peaked at $7.32M in Q2 2026.
219 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.