Resurgent Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Resurgent Financial Advisors’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	$316K	Sell	3,273 -1,906	-37%	-$176K	0.09%	224
2026 Q1	$417K	Buy	5,179 +883	+21%	+$73.3K	0.15%	161
2025 Q4	$331K	Buy	+4,296	New	+$329K	0.17%	162

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

Resurgent Financial Advisors's AVEM Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 37% in Q2 2026, selling an estimated $176K and leaving 3,273 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #224.

Resurgent Financial Advisors first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Resurgent Financial Advisors held 3,273 shares of Avantis Emerging Markets Equity ETF worth $316K as of Q2 2026.
Resurgent Financial Advisors sold 1,906 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $176K.
Avantis Emerging Markets Equity ETF made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #224 holding.
Resurgent Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
Resurgent Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $417K in Q1 2026.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.