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Red Lighthouse Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Red Lighthouse Investment Management’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 		$9.69M Sell
100,385
-103
-0.1% -$9.5K 2.89% 8
2026
Q1 		$8.1M Buy
100,488
+6,048
+6% +$502K 2.73% 8
2025
Q4 		$7.27M Buy
94,440
+380
+0.4% +$29.1K 2.6% 9
2025
Q3 		$7.06M Buy
94,060
+1,136
+1% +$81.2K 2.47% 9
2025
Q2 		$6.37M Buy
92,924
+3,727
+4% +$235K 2.43% 9
2025
Q1 		$5.17M Sell
89,197
-3,188
-3% -$192K 2.11% 11
2024
Q4 		$5.43M Buy
92,385
+108
+0.1% +$6.72K 2.15% 10
2024
Q3 		$5.96M Buy
92,277
+2,317
+3% +$142K 2.33% 9
2024
Q2 		$5.5M Buy
89,960
+763
+0.9% +$45.7K 2.3% 9
2024
Q1 		$5.17M Sell
89,197
-1,414
-2% -$79.5K 2.08% 11
2023
Q4 		$5.11M Buy
90,611
+4,811
+6% +$259K 2.14% 12
2023
Q3 		$4.53M Hold
85,800
– – 2.13% 12
2023
Q2 		$4.62M Buy
85,800
+157
+0.2% +$8.35K 2.11% 12
2023
Q1 		$4.53M Buy
85,643
+596
+0.7% +$31.7K 2.19% 10
2022
Q4 		$4.29M Buy
+85,047
New +$4.16M 2.16% 10

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

Red Lighthouse Investment Management's AVEM Position: Q2 2026 in Review

Red Lighthouse Investment Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.1% in Q2 2026, selling an estimated $9.5K and leaving 100,385 shares worth $9.69M. The position accounts for 2.89% of the portfolio, ranked #8.

Red Lighthouse Investment Management first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Red Lighthouse Investment Management held 100,385 shares of Avantis Emerging Markets Equity ETF worth $9.69M as of Q2 2026.
  • Red Lighthouse Investment Management sold 103 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.5K.
  • Avantis Emerging Markets Equity ETF made up 2.89% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #8 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.