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

Sax 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
2026
Q2 		$6.19M Buy
76,814
+60,421
+369% +$5.57M 0.25% 75
2026
Q1 		$1.26M Hold
16,393
– – 0.06% 166
2025
Q4 		$1.26M Buy
16,393
+165
+1% +$12.6K 0.06% 169
2025
Q3 		$1.22M Sell
16,228
-995
-6% -$71.1K 0.07% 156
2025
Q2 		$1.18M Sell
17,223
-81
-0.5% -$5.1K 0.07% 155
2025
Q1 		$1.04M Sell
17,304
-497
-3% -$29.9K 0.07% 136
2024
Q4 		$1.05M Buy
+17,801
New +$1.11M 0.08% 117
2024
Q3 		– Sell
-18,602
Closed -$1.14M – 296
2024
Q2 		$1.14M Buy
+18,602
New +$1.12M 0.11% 82
2024
Q1 		– Sell
-22,415
Closed -$1.26M – 198
2023
Q4 		$1.26M Sell
22,415
-1,707
-7% -$91.8K 0.21% 61
2023
Q3 		$1.27M Sell
24,122
-590
-2% -$32.1K 0.25% 58
2023
Q2 		$1.33M Buy
24,712
+598
+2% +$31.8K 0.27% 54
2023
Q1 		$1.28M Buy
24,114
+1,256
+5% +$66.7K 0.28% 55
2022
Q4 		$1.15M Buy
22,858
+1,603
+8% +$78.4K 0.27% 57
2022
Q3 		$976K Buy
21,255
+8,656
+69% +$441K 0.25% 61
2022
Q2 		$656K Buy
+12,599
New +$698K 0.17% 82

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sax Wealth Advisors's AVEM Position: Q2 2026 in Review

Sax Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 369% in Q2 2026, buying an estimated $5.57M and bringing the position to 76,814 shares worth $6.19M. The position accounts for 0.25% of the portfolio, ranked #75.

Sax Wealth Advisors first reported a position in AVEM in Q2 2022 and has held it in 15 quarters since. 193 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Sax Wealth Advisors held 76,814 shares of Avantis Emerging Markets Equity ETF worth $6.19M as of Q2 2026.
  • Sax Wealth Advisors bought 60,421 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.57M.
  • Avantis Emerging Markets Equity ETF made up 0.25% of Sax Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Sax Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 15 quarters since.
  • 193 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.