Ritter Daniher Financial Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Ritter Daniher Financial Advisory’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	$37.5M	Sell	388,904 -10,363	-3%	-$956K	5.71%	5
2026 Q1	$32.2M	Sell	399,267 -9,215	-2%	-$765K	5.46%	5
2025 Q4	$31.5M	Sell	408,482 -11,129	-3%	-$852K	5.28%	5
2025 Q3	$31.5M	Sell	419,611 -20,788	-5%	-$1.49M	5.55%	5
2025 Q2	$30.2M	Sell	440,399 -6,844	-2%	-$431K	7.41%	4
2025 Q1	$26.9M	Buy	447,243 +49,768	+13%	+$2.99M	7.34%	5
2024 Q4	$23.4M	Buy	397,475 +42,979	+12%	+$2.68M	6.6%	5
2024 Q3	$22.9M	Buy	354,496 +5,220	+1%	+$320K	6.66%	5
2024 Q2	$21.3M	Buy	349,276 +1,083	+0.3%	+$64.9K	6.8%	5
2024 Q1	$20.2M	Buy	348,193 +14,390	+4%	+$809K	6.68%	5
2023 Q4	$18.8M	Buy	333,803 +13,335	+4%	+$717K	6.98%	5
2023 Q3	$16.9M	Buy	320,468 +11,459	+4%	+$623K	7.14%	5
2023 Q2	$16.6M	Buy	309,009 +13,255	+4%	+$705K	6.89%	5
2023 Q1	$15.6M	Buy	295,754 +30,701	+12%	+$1.63M	6.87%	5
2022 Q4	$13.4M	Buy	265,053 +259,769	+4,916%	+$12.7M	6.37%	5
2022 Q3	$243K	Sell	5,284 -6,814	-56%	-$347K	0.17%	58
2022 Q2	$629K	Buy	+12,098	New	+$670K	0.45%	24

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

Ritter Daniher Financial Advisory's AVEM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.6% in Q2 2026, selling an estimated $956K and leaving 388,904 shares worth $37.5M. The position accounts for 5.71% of the portfolio, ranked #5.

Ritter Daniher Financial Advisory first reported a position in AVEM in Q2 2022 and has held it in 17 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Ritter Daniher Financial Advisory held 388,904 shares of Avantis Emerging Markets Equity ETF worth $37.5M as of Q2 2026.
Ritter Daniher Financial Advisory sold 10,363 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $956K.
Avantis Emerging Markets Equity ETF made up 5.71% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #5 holding.
Ritter Daniher Financial Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.