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 Q2	$3.82M	Buy	39,579 +30,906	+356%	+$2.85M	2.65%	11
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 $1.55T 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

PlanWiser Financial's AVEM Position: Q2 2026 in Review

PlanWiser Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 356% in Q2 2026, buying an estimated $2.85M and bringing the position to 39,579 shares worth $3.82M. The position accounts for 2.65% of the portfolio, ranked #11.

PlanWiser Financial first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

PlanWiser Financial held 39,579 shares of Avantis Emerging Markets Equity ETF worth $3.82M as of Q2 2026.
PlanWiser Financial bought 30,906 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.85M.
Avantis Emerging Markets Equity ETF made up 2.65% of PlanWiser Financial's portfolio in Q2 2026, its #11 holding.
PlanWiser Financial first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.