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Schwarz Dygos Wheeler Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q1 		$1.03M Sell
12,730
-11
-0.1% -$913 0.21% 70
2025
Q4 		$981K Sell
12,741
-152
-1% -$11.6K 0.2% 76
2025
Q3 		$968K Sell
12,893
-208
-2% -$14.9K 0.21% 77
2025
Q2 		$898K Sell
13,101
-271
-2% -$17.1K 0.2% 77
2025
Q1 		$805K Sell
13,372
-137
-1% -$8.24K 0.19% 80
2024
Q4 		$794K Sell
13,509
-84
-0.6% -$5.23K 0.19% 81
2024
Q3 		$878K Buy
13,593
+50
+0.4% +$3.06K 0.22% 72
2024
Q2 		$827K Sell
13,543
-691
-5% -$41.4K 0.22% 73
2024
Q1 		$825K Sell
14,234
-64,100
-82% -$3.6M 0.23% 69
2023
Q4 		$4.42M Buy
78,334
+320
+0.4% +$17.2K 1.36% 15
2023
Q3 		$4.12M Buy
78,014
+2,331
+3% +$127K 1.4% 14
2023
Q2 		$4.07M Buy
75,683
+3,886
+5% +$207K 1.34% 14
2023
Q1 		$3.8M Buy
71,797
+3,701
+5% +$197K 1.37% 18
2022
Q4 		$3.44M Buy
68,096
+6,410
+10% +$313K 1.35% 17
2022
Q3 		$2.83M Buy
61,686
+6,994
+13% +$356K 1.26% 21
2022
Q2 		$2.85M Buy
54,692
+8,260
+18% +$458K 1.14% 22
2022
Q1 		$2.75M Buy
46,432
+9,634
+26% +$591K 0.93% 26
2021
Q4 		$2.33M Buy
36,798
+4,358
+13% +$281K 0.79% 36
2021
Q3 		$2.09M Buy
32,440
+3,096
+11% +$205K 0.77% 38
2021
Q2 		$2.04M Buy
29,344
+7,843
+36% +$533K 0.74% 41
2021
Q1 		$1.41M Buy
+21,501
New +$1.42M 0.58% 42

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AVEM Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.09% in Q1 2026, selling an estimated $913 and leaving 12,730 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #70.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVEM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.42M in Q4 2023. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 12,730 shares of Avantis Emerging Markets Equity ETF worth $1.03M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 11 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $913.
  • Avantis Emerging Markets Equity ETF made up 0.21% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Avantis Emerging Markets Equity ETF position peaked at $4.42M in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.