Sequoia Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sequoia 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	$6.47M	Sell	67,052 -1,423	-2%	-$131K	0.03%	303
2026 Q1	$5.52M	Sell	68,475 -3,881	-5%	-$322K	0.03%	304
2025 Q4	$5.57M	Buy	72,356 +1,948	+3%	+$149K	0.03%	304
2025 Q3	$5.29M	Sell	70,408 -4,873	-6%	-$348K	0.03%	293
2025 Q2	$5.16M	Buy	75,281 +21,219	+39%	+$1.34M	0.04%	277
2025 Q1	$3.25M	Buy	+54,062	New	+$3.25M	0.03%	339

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

Sequoia Financial Advisors's AVEM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.1% in Q2 2026, selling an estimated $131K and leaving 67,052 shares worth $6.47M. The position accounts for 0.03% of the portfolio, ranked #303.

Sequoia Financial Advisors first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Sequoia Financial Advisors held 67,052 shares of Avantis Emerging Markets Equity ETF worth $6.47M as of Q2 2026.
Sequoia Financial Advisors sold 1,423 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $131K.
Avantis Emerging Markets Equity ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #303 holding.
Sequoia Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.