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Prosperity Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Prosperity Planning’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 		$13.7M Buy
145,726
+5,886
+4% +$548K 3.04% 10
2026
Q2 		$13.5M Sell
139,840
-803
-0.6% -$74.1K 3.09% 10
2026
Q1 		$11.3M Buy
140,643
+2,645
+2% +$220K 2.87% 9
2025
Q4 		$10.6M Sell
137,998
-90
-0.1% -$6.89K 2.78% 10
2025
Q3 		$10.4M Buy
138,088
+238
+0.2% +$17K 2.8% 10
2025
Q2 		$9.45M Buy
137,850
+6,318
+5% +$398K 2.73% 10
2025
Q1 		$7.91M Buy
131,532
+9,224
+8% +$555K 2.48% 12
2024
Q4 		$7.19M Buy
122,308
+3,106
+3% +$193K 2.3% 13
2024
Q3 		$7.7M Buy
119,202
+4,957
+4% +$303K 2.44% 13
2024
Q2 		$6.98M Buy
114,245
+2,851
+3% +$171K 2.39% 13
2024
Q1 		$6.46M Buy
111,394
+8,410
+8% +$473K 2.24% 13
2023
Q4 		$5.81M Buy
102,984
+6,509
+7% +$350K 2.17% 13
2023
Q3 		$5.09M Buy
96,475
+2,923
+3% +$159K 2.13% 14
2023
Q2 		$5.03M Buy
93,552
+6,965
+8% +$370K 2.08% 13
2023
Q1 		$4.58M Buy
86,587
+14,710
+20% +$781K 2% 15
2022
Q4 		$4.21M Hold
71,877
– – 2.08% 15
2022
Q3 		$3.3M Buy
71,877
+25,917
+56% +$1.32M 1.72% 16
2022
Q2 		$3.15M Hold
45,960
– – 1.61% 17
2022
Q1 		$3.21M Hold
45,960
– – 1.57% 19
2021
Q4 		$2.91M Buy
45,960
+6,258
+16% +$403K 1.47% 20
2021
Q3 		$2.56M Buy
39,702
+2,771
+8% +$184K 1.4% 21
2021
Q2 		$2.57M Buy
36,931
+3,624
+11% +$246K 1.59% 19
2021
Q1 		$2.19M Buy
33,307
+2,733
+9% +$180K 1.55% 21
2020
Q4 		$1.89M Buy
+30,574
New +$1.73M 1.6% 22

Other funds holding AVEM

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Prosperity Planning's AVEM Position: Q3 2026 in Review

Prosperity Planning increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.2% in Q3 2026, buying an estimated $548K and bringing the position to 145,726 shares worth $13.7M. The position accounts for 3.04% of the portfolio, ranked #10.

Prosperity Planning first reported a position in AVEM in Q4 2020 and has held it in 24 quarters since. 138 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Prosperity Planning held 145,726 shares of Avantis Emerging Markets Equity ETF worth $13.7M as of Q3 2026.
  • Prosperity Planning bought 5,886 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $548K.
  • Avantis Emerging Markets Equity ETF made up 3.04% of Prosperity Planning's portfolio in Q3 2026, its #10 holding.
  • Prosperity Planning first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • 138 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.