Sequent Planning’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sequent Planning’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	$331K	Buy	+3,428	New	+$316K	0.07%	200

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

Sequent Planning's AVEM Position: Q2 2026 in Review

Sequent Planning opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 3,428 shares worth $331K. The stake represents 0.07% of the portfolio and ranks #200 among its holdings.

1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Sequent Planning held 3,428 shares of Avantis Emerging Markets Equity ETF worth $331K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Sequent Planning position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #200 holding.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.