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AVEM icon

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
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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return