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Saxony Capital Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Saxony Capital 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 		$435K Hold
4,507
– – 0.2% 102
2026
Q1 		$363K Buy
4,507
+7
+0.2% +$581 0.21% 101
2025
Q4 		$347K Hold
4,500
– – 0.21% 100
2025
Q3 		$338K Buy
+4,500
New +$321K 0.22% 100

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Saxony Capital Management's AVEM Position: Q2 2026 in Review

Saxony Capital Management held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q2 2026 at 4,507 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #102.

Saxony Capital Management first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Saxony Capital Management held 4,507 shares of Avantis Emerging Markets Equity ETF worth $435K as of Q2 2026.
  • Saxony Capital Management left its Avantis Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 0.2% of Saxony Capital Management's portfolio in Q2 2026, its #102 holding.
  • Saxony Capital Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.