Retirement Financial Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Retirement Financial Solutions’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 Q3	$25M	Buy	266,173 +17,682	+7%	+$1.64M	5.92%	5
2026 Q2	$24M	Buy	248,491 +103,909	+72%	+$9.6M	5.89%	5
2026 Q1	$11.7M	Buy	144,582 +1,512	+1%	+$126K	3.33%	10
2025 Q4	$11M	Buy	+143,070	New	+$11M	3.23%	15

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Retirement Financial Solutions's AVEM Position: Q3 2026 in Review

Retirement Financial Solutions increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.1% in Q3 2026, buying an estimated $1.64M and bringing the position to 266,173 shares worth $25M. The position accounts for 5.92% of the portfolio, ranked #5.

Retirement Financial Solutions first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Retirement Financial Solutions held 266,173 shares of Avantis Emerging Markets Equity ETF worth $25M as of Q3 2026.
Retirement Financial Solutions bought 17,682 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $1.64M.
Avantis Emerging Markets Equity ETF made up 5.92% of Retirement Financial Solutions's portfolio in Q3 2026, its #5 holding.
Retirement Financial Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
963 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.