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

PlanVest Financial’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	$60.4K	Buy	+626	New	+$57.7K	0.04%	200

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 $80B AUM 26.12% 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

PlanVest Financial's AVEM Position: Q2 2026 in Review

PlanVest Financial opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 626 shares worth $60.4K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings.

987 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

PlanVest Financial held 626 shares of Avantis Emerging Markets Equity ETF worth $60.4K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new PlanVest Financial position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #200 holding.
987 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.