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

Rockwood Wealth Management’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	$60.6M	Buy	627,972 +81,929	+15%	+$7.56M	3.83%	8
2026 Q1	$44M	Buy	546,043 +15,385	+3%	+$1.28M	3.15%	8
2025 Q4	$40.9M	Buy	530,658 +311	+0.1%	+$23.8K	3.05%	8
2025 Q3	$39.8M	Sell	530,347 -22,638	-4%	-$1.62M	3.18%	8
2025 Q2	$37.9M	Buy	552,985 +161,339	+41%	+$10.2M	3.33%	8
2025 Q1	$23.6M	Sell	391,646 -2,871	-0.7%	-$173K	2.4%	10
2024 Q4	$23.2M	Sell	394,517 -5,426	-1%	-$338K	2.5%	9
2024 Q3	$25.8M	Sell	399,943 -8,034	-2%	-$492K	2.84%	10
2024 Q2	$24.9M	Sell	407,977 -10,597	-3%	-$635K	3.03%	7
2024 Q1	$24.3M	Sell	418,574 -18,000	-4%	-$1.01M	3.13%	7
2023 Q4	$24.6M	Sell	436,574 -19,457	-4%	-$1.05M	3.61%	7
2023 Q3	$24.1M	Buy	456,031 +49,333	+12%	+$2.68M	4.04%	6
2023 Q2	$21.9M	Buy	406,698 +71,495	+21%	+$3.8M	3.76%	7
2023 Q1	$17.7M	Buy	335,203 +80,383	+32%	+$4.27M	3.5%	7
2022 Q4	$12.9M	Buy	254,820 +35,793	+16%	+$1.75M	3%	7
2022 Q3	$10.1M	Buy	219,027 +149,800	+216%	+$7.63M	3.22%	6
2022 Q2	$3.6M	Buy	69,227 +58,005	+517%	+$3.21M	1.69%	6
2022 Q1	$665K	Buy	11,222 +5,548	+98%	+$340K	0.32%	33
2021 Q4	$359K	Buy	+5,674	New	+$365K	0.16%	75

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Rockwood Wealth Management's AVEM Position: Q2 2026 in Review

Rockwood Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 15% in Q2 2026, buying an estimated $7.56M and bringing the position to 627,972 shares worth $60.6M. The position accounts for 3.83% of the portfolio, ranked #8.

Rockwood Wealth Management first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 547 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Rockwood Wealth Management held 627,972 shares of Avantis Emerging Markets Equity ETF worth $60.6M as of Q2 2026.
Rockwood Wealth Management bought 81,929 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.56M.
Avantis Emerging Markets Equity ETF made up 3.83% of Rockwood Wealth Management's portfolio in Q2 2026, its #8 holding.
Rockwood Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
547 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.