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

Sagace 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	$2.83M	Sell	29,286 -240	-0.8%	-$22.1K	1.77%	22
2026 Q1	$2.38M	Buy	29,526 +583	+2%	+$48.4K	1.59%	25
2025 Q4	$2.23M	Sell	28,943 -526	-2%	-$40.3K	1.51%	27
2025 Q3	$2.21M	Buy	+29,469	New	+$2.11M	1.5%	28
2024 Q4	–	Sell	-30,185	Closed	-$1.96M	–	61
2024 Q3	$1.96M	Buy	30,185 +5,846	+24%	+$358K	1.51%	25
2024 Q2	$1.49M	Buy	+24,339	New	+$1.46M	1.46%	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

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

Sagace Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.81% in Q2 2026, selling an estimated $22.1K and leaving 29,286 shares worth $2.83M. The position accounts for 1.77% of the portfolio, ranked #22.

Sagace Wealth Management first reported a position in AVEM in Q2 2024 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Sagace Wealth Management held 29,286 shares of Avantis Emerging Markets Equity ETF worth $2.83M as of Q2 2026.
Sagace Wealth Management sold 240 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $22.1K.
Avantis Emerging Markets Equity ETF made up 1.77% of Sagace Wealth Management's portfolio in Q2 2026, its #22 holding.
Sagace Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.