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

Seaside 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 		$2.55M Sell
26,446
-1,004
-4% -$92.6K 0.63% 14
2026
Q1 		$2.21M Sell
27,450
-188
-0.7% -$15.6K 0.62% 14
2025
Q4 		$2.13M Buy
27,638
+66
+0.2% +$5.05K 0.61% 14
2025
Q3 		$2.07M Buy
27,572
+406
+1% +$29K 0.61% 15
2025
Q2 		$1.86M Buy
27,166
+2,939
+12% +$185K 0.59% 15
2025
Q1 		$1.46M Hold
24,227
– – 0.52% 19
2024
Q4 		$1.42M Buy
24,227
+3,801
+19% +$237K 0.52% 18
2024
Q3 		$1.32M Sell
20,426
-794
-4% -$48.6K 0.5% 17
2024
Q2 		$1.3M Buy
21,220
+1,614
+8% +$96.8K 0.54% 17
2024
Q1 		$1.14M Hold
19,606
– – 0.48% 18
2023
Q4 		$1.11M Buy
19,606
+2,847
+17% +$153K 0.51% 17
2023
Q3 		$885K Buy
16,759
+1,439
+9% +$78.2K 0.45% 20
2023
Q2 		$824K Sell
15,320
-4,488
-23% -$239K 0.43% 21
2023
Q1 		$1.05M Buy
19,808
+418
+2% +$22.2K 0.64% 17
2022
Q4 		$978K Sell
19,390
-2,030
-9% -$99.3K 0.65% 17
2022
Q3 		$967K Buy
21,420
+14,484
+209% +$737K 0.67% 18
2022
Q2 		$360K Buy
+6,936
New +$384K 0.27% 29

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Seaside Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.7% in Q2 2026, selling an estimated $92.6K and leaving 26,446 shares worth $2.55M. The position accounts for 0.63% of the portfolio, ranked #14.

Seaside Wealth Management first reported a position in AVEM in Q2 2022 and has held it in 17 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Seaside Wealth Management held 26,446 shares of Avantis Emerging Markets Equity ETF worth $2.55M as of Q2 2026.
  • Seaside Wealth Management sold 1,004 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $92.6K.
  • Avantis Emerging Markets Equity ETF made up 0.63% of Seaside Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Seaside Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.