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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prosperity Planning's AVEM Position: Q2 2026 in Review

Prosperity Planning reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.57% in Q2 2026, selling an estimated $74.1K and leaving 139,840 shares worth $13.5M. The position accounts for 3.09% of the portfolio, ranked #10.

Prosperity Planning first reported a position in AVEM in Q4 2020 and has held it in 23 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Prosperity Planning held 139,840 shares of Avantis Emerging Markets Equity ETF worth $13.5M as of Q2 2026.
  • Prosperity Planning sold 803 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $74.1K.
  • Avantis Emerging Markets Equity ETF made up 3.09% of Prosperity Planning's portfolio in Q2 2026, its #10 holding.
  • Prosperity Planning first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.