REDW Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

REDW Wealth’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	$8.12M	Buy	84,108 +2,946	+4%	+$272K	2.91%	10
2026 Q1	$6.54M	Buy	81,162 +9,402	+13%	+$781K	2.61%	12
2025 Q4	$5.53M	Buy	71,760 +11,616	+19%	+$889K	2.11%	12
2025 Q3	$4.52M	Buy	60,144 +12,639	+27%	+$903K	1.71%	15
2025 Q2	$3.26M	Buy	47,505 +2,038	+4%	+$128K	1.3%	18
2025 Q1	$2.74M	Sell	45,467 -2,254	-5%	-$136K	1.02%	20
2024 Q4	$2.81M	Sell	47,721 -9,721	-17%	-$605K	0.97%	24
2024 Q3	$3.71M	Sell	57,442 -5,586	-9%	-$342K	0.95%	24
2024 Q2	$3.85M	Buy	63,028 +1,945	+3%	+$117K	1.01%	20
2024 Q1	$3.54M	Buy	61,083 +2,390	+4%	+$134K	0.95%	24
2023 Q4	$3.31M	Sell	58,693 -6,180	-10%	-$332K	0.95%	26
2023 Q3	$3.42M	Buy	64,873 +17,485	+37%	+$950K	1.06%	23
2023 Q2	$2.55M	Buy	47,388 +22,556	+91%	+$1.2M	0.76%	29
2023 Q1	$1.31M	Buy	24,832 +12,452	+101%	+$661K	0.42%	39
2022 Q4	$625K	Buy	+12,380	New	+$605K	0.22%	61

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

REDW Wealth's AVEM Position: Q2 2026 in Review

REDW Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.6% in Q2 2026, buying an estimated $272K and bringing the position to 84,108 shares worth $8.12M. The position accounts for 2.91% of the portfolio, ranked #10.

REDW Wealth first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

REDW Wealth held 84,108 shares of Avantis Emerging Markets Equity ETF worth $8.12M as of Q2 2026.
REDW Wealth bought 2,946 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $272K.
Avantis Emerging Markets Equity ETF made up 2.91% of REDW Wealth's portfolio in Q2 2026, its #10 holding.
REDW Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.