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

Ridgeline 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 Q3	$699K	Buy	7,533 +52	+0.7%	+$4.84K	0.4%	31
2026 Q2	$722K	Buy	7,481 +13	+0.2%	+$1.2K	0.42%	30
2026 Q1	$602K	Sell	7,468 -2	-0%	-$166	0.43%	27
2025 Q4	$575K	Buy	7,470 +50	+0.7%	+$3.83K	0.4%	29
2025 Q3	$557K	Buy	7,420 +81	+1%	+$5.79K	0.41%	28
2025 Q2	$503K	Buy	7,339 +3,654	+99%	+$230K	0.41%	30
2025 Q1	$222K	Buy	+3,685	New	+$222K	0.19%	48

Other funds holding AVEM

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ridgeline Wealth's AVEM Position: Q3 2026 in Review

Ridgeline Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.7% in Q3 2026, buying an estimated $4.84K and bringing the position to 7,533 shares worth $699K. The position accounts for 0.4% of the portfolio, ranked #31.

Ridgeline Wealth first reported a position in AVEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $722K in Q2 2026. 603 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Ridgeline Wealth held 7,533 shares of Avantis Emerging Markets Equity ETF worth $699K as of Q3 2026.
Ridgeline Wealth bought 52 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $4.84K.
Avantis Emerging Markets Equity ETF made up 0.4% of Ridgeline Wealth's portfolio in Q3 2026, its #31 holding.
Ridgeline Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 7 quarters since.
Ridgeline Wealth's Avantis Emerging Markets Equity ETF position peaked at $722K in Q2 2026.
603 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.