Safe Harbor Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$379K	Buy	+4,414	New	+$338K	0.37%	53

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Safe Harbor Wealth Advisors's AVEM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025: 4,414 shares worth $379K. The stake represents 0.37% of the portfolio and ranks #53 among its holdings.

799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

Safe Harbor Wealth Advisors held 4,414 shares of Avantis Emerging Markets Equity ETF worth $379K as of Q4 2025.
Avantis Emerging Markets Equity ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Avantis Emerging Markets Equity ETF made up 0.37% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #53 holding.
799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.