SC&H Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

SC&H Financial 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	$32M	Buy	332,081 +11,947	+4%	+$1.1M	4.25%	9
2026 Q1	$25.8M	Buy	320,134 +2,499	+0.8%	+$208K	3.89%	10
2025 Q4	$24.5M	Buy	317,635 +3,200	+1%	+$245K	3.78%	10
2025 Q3	$23.6M	Buy	314,435 +1,383	+0.4%	+$98.8K	3.85%	10
2025 Q2	$21.5M	Buy	313,052 +21,584	+7%	+$1.36M	3.66%	10
2025 Q1	$17.5M	Buy	291,468 +6,751	+2%	+$406K	3.45%	9
2024 Q4	$16.7M	Buy	284,717 +19,287	+7%	+$1.2M	3.46%	8
2024 Q3	$17.1M	Buy	265,430 +12,624	+5%	+$773K	3.75%	8
2024 Q2	$15.4M	Buy	252,806 +17,862	+8%	+$1.07M	3.78%	8
2024 Q1	$13.6M	Buy	234,944 +15,451	+7%	+$869K	3.55%	8
2023 Q4	$12.4M	Buy	219,493 +28,344	+15%	+$1.52M	3.57%	7
2023 Q3	$10.1M	Buy	191,149 +10,530	+6%	+$572K	3.36%	8
2023 Q2	$9.72M	Buy	180,619 +15,191	+9%	+$808K	3.21%	9
2023 Q1	$8.75M	Buy	165,428 +25,950	+19%	+$1.38M	3.19%	9
2022 Q4	$7.04M	Buy	139,478 +9,715	+7%	+$475K	2.92%	10
2022 Q3	$5.96M	Buy	129,763 +42,058	+48%	+$2.14M	2.98%	9
2022 Q2	$4.56M	Buy	87,705 +18,384	+27%	+$1.02M	2.13%	13
2022 Q1	$4.11M	Buy	69,321 +17,686	+34%	+$1.09M	1.95%	13
2021 Q4	$3.27M	Buy	+51,635	New	+$3.32M	1.8%	12

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

SC&H Financial Advisors's AVEM Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 332,081 shares worth $32M. The position accounts for 4.25% of the portfolio, ranked #9.

SC&H Financial Advisors first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

SC&H Financial Advisors held 332,081 shares of Avantis Emerging Markets Equity ETF worth $32M as of Q2 2026.
SC&H Financial Advisors bought 11,947 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.1M.
Avantis Emerging Markets Equity ETF made up 4.25% of SC&H Financial Advisors's portfolio in Q2 2026, its #9 holding.
SC&H Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.