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

PlanWiser 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 Q1	$762K	Sell	8,673 -36	-0.4%	-$2.99K	0.55%	34
2025 Q4	$712K	Sell	8,709 -34,316	-80%	-$2.63M	0.53%	35
2025 Q3	$3.36M	Buy	43,025 +34,419	+400%	+$2.46M	2.67%	13
2025 Q2	$602K	Sell	8,606 -39,474	-82%	-$2.49M	0.51%	33
2025 Q1	$2.97M	Buy	+48,080	New	+$2.89M	2.69%	13

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PlanWiser Financial's AVEM Position: Q1 2026 in Review

PlanWiser Financial reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.41% in Q1 2026, selling an estimated $2.99K and leaving 8,673 shares worth $762K. The position accounts for 0.55% of the portfolio, ranked #34.

PlanWiser Financial first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q3 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

PlanWiser Financial held 8,673 shares of Avantis Emerging Markets Equity ETF worth $762K as of Q1 2026.
PlanWiser Financial sold 36 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.99K.
Avantis Emerging Markets Equity ETF made up 0.55% of PlanWiser Financial's portfolio in Q1 2026, its #34 holding.
PlanWiser Financial first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
PlanWiser Financial's Avantis Emerging Markets Equity ETF position peaked at $3.36M in Q3 2025.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.