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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
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

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

Root Financial Partners's AVEM Position: Q2 2026 in Review

Root Financial Partners sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026, closing a stake of 793 shares — an estimated $63.9K sold.

Root Financial Partners first reported a position in AVEM in Q3 2025 and held it in 3 quarters. The position peaked at $63.9K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Root Financial Partners reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 793 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $63.9K.
  • Root Financial Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Avantis Emerging Markets Equity ETF position peaked at $63.9K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.