Sharkey, Howes & Javer’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sharkey, Howes & Javer’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	$2.04M	Sell	21,129 -11,795	-36%	-$1.09M	0.25%	55
2026 Q1	$2.65M	Sell	32,924 -16,843	-34%	-$1.4M	0.36%	45
2025 Q4	$3.83M	Buy	49,767 +22,092	+80%	+$1.69M	0.49%	36
2025 Q3	$2.08M	Buy	+27,675	New	+$1.98M	0.27%	59

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sharkey, Howes & Javer's AVEM Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 36% in Q2 2026, selling an estimated $1.09M and leaving 21,129 shares worth $2.04M. The position accounts for 0.25% of the portfolio, ranked #55.

Sharkey, Howes & Javer first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.83M in Q4 2025. 193 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Sharkey, Howes & Javer held 21,129 shares of Avantis Emerging Markets Equity ETF worth $2.04M as of Q2 2026.
Sharkey, Howes & Javer sold 11,795 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.09M.
Avantis Emerging Markets Equity ETF made up 0.25% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #55 holding.
Sharkey, Howes & Javer first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
Sharkey, Howes & Javer's Avantis Emerging Markets Equity ETF position peaked at $3.83M in Q4 2025.
193 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.