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Richmond Investment Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Richmond Investment Services’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 		$6.99M Sell
72,414
-64,896
-47% -$5.98M 2.21% 13
2026
Q1 		$11.1M Buy
137,310
+5,599
+4% +$465K 1.79% 14
2025
Q4 		$10.1M Buy
131,711
+6,141
+5% +$470K 1.75% 13
2025
Q3 		$9.43M Buy
125,570
+114,866
+1,073% +$8.21M 1.76% 12
2025
Q2 		$734K Buy
10,704
+4,345
+68% +$274K 0.16% 91
2025
Q1 		$383K Sell
6,359
-24,160
-79% -$1.45M 0.21% 73
2024
Q4 		$1.79M Buy
+30,519
New +$1.9M 1.01% 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

Richmond Investment Services's AVEM Position: Q2 2026 in Review

Richmond Investment Services reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 47% in Q2 2026, selling an estimated $5.98M and leaving 72,414 shares worth $6.99M. The position accounts for 2.21% of the portfolio, ranked #13.

Richmond Investment Services first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Richmond Investment Services held 72,414 shares of Avantis Emerging Markets Equity ETF worth $6.99M as of Q2 2026.
  • Richmond Investment Services sold 64,896 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.98M.
  • Avantis Emerging Markets Equity ETF made up 2.21% of Richmond Investment Services's portfolio in Q2 2026, its #13 holding.
  • Richmond Investment Services first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's Avantis Emerging Markets Equity ETF position peaked at $11.1M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.