Root Financial Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Root Financial Partners’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	$197K	Buy	+2,096	New	+$195K	0.01%	447
2026 Q2	–	Sell	-793	Closed	-$63.9K	–	644
2026 Q1	$63.9K	Buy	793 +580	+272%	+$48.2K	﹤0.01%	757
2025 Q4	$16.4K	Hold	213	–	–	﹤0.01%	1272
2025 Q3	$16K	Buy	+213	New	+$15.2K	﹤0.01%	1224

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

Root Financial Partners's AVEM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2026: 2,096 shares worth $197K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVEM as recently as Q1 2026.

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

Root Financial Partners held 2,096 shares of Avantis Emerging Markets Equity ETF worth $197K as of Q3 2026.
Avantis Emerging Markets Equity ETF was a new Root Financial Partners position in Q3 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #447 holding.
Root Financial Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.