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Shore Point Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Shore Point 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 		$2.89M Buy
90,353
+9,626
+12% +$888K 0.99% 25
2026
Q1 		$2.44M Sell
80,727
-2,708
-3% -$225K 0.96% 25
2025
Q4 		$2.42M Buy
83,435
+52,856
+173% +$4.05M 1.02% 23
2025
Q3 		$2.3M Sell
30,579
-227
-0.7% -$16.2K 1.02% 21
2025
Q2 		$2.11M Buy
30,806
+374
+1% +$23.6K 1.01% 21
2025
Q1 		$1.83M Sell
30,432
-425
-1% -$25.6K 0.97% 22
2024
Q4 		$1.81M Sell
30,857
-9,289
-23% -$578K 0.98% 21
2024
Q3 		$2.59M Buy
40,146
+94
+0.2% +$5.75K 1.39% 14
2024
Q2 		$2.45M Buy
40,052
+765
+2% +$45.9K 1.39% 15
2024
Q1 		$2.28M Buy
39,287
+4,537
+13% +$255K 1.3% 16
2023
Q4 		$1.96M Buy
34,750
+8,499
+32% +$457K 1.21% 19
2023
Q3 		$1.39M Buy
26,251
+742
+3% +$40.3K 1% 18
2023
Q2 		$1.37M Buy
25,509
+1,711
+7% +$91K 0.98% 20
2023
Q1 		$1.26M Sell
23,798
-587
-2% -$31.2K 0.95% 20
2022
Q4 		$1.23M Buy
+24,385
New +$1.19M 1.01% 18

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shore Point Advisors's AVEM Position: Q2 2026 in Review

Shore Point Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 12% in Q2 2026, buying an estimated $888K and bringing the position to 90,353 shares worth $2.89M. The position accounts for 0.99% of the portfolio, ranked #25.

Shore Point Advisors first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Shore Point Advisors held 90,353 shares of Avantis Emerging Markets Equity ETF worth $2.89M as of Q2 2026.
  • Shore Point Advisors bought 9,626 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $888K.
  • Avantis Emerging Markets Equity ETF made up 0.99% of Shore Point Advisors's portfolio in Q2 2026, its #25 holding.
  • Shore Point Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 591 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.