ShoreHaven Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

ShoreHaven Wealth Partners’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	$9.84M	Sell	101,935 -30,658	-23%	-$2.83M	3.09%	6
2026 Q1	$10.7M	Sell	132,593 -36,631	-22%	-$3.04M	3.84%	4
2025 Q4	$13M	Buy	169,224 +37,238	+28%	+$2.85M	4.68%	5
2025 Q3	$9.91M	Buy	131,986 +66,698	+102%	+$4.76M	3.66%	7
2025 Q2	$4.47M	Buy	+65,288	New	+$4.11M	1.83%	15
2025 Q1	–	Sell	-5,798	Closed	-$341K	–	88
2024 Q4	$341K	Sell	5,798 -20,047	-78%	-$1.25M	0.16%	69
2024 Q3	$1.67M	Sell	25,845 -2,453	-9%	-$150K	0.81%	30
2024 Q2	$1.73M	Buy	28,298 +15,279	+117%	+$916K	0.91%	28
2024 Q1	$755K	Sell	13,019 -35,908	-73%	-$2.02M	0.42%	44
2023 Q4	$2.76M	Sell	48,927 -4,138	-8%	-$223K	1.68%	19
2023 Q3	$2.8M	Buy	+53,065	New	+$2.88M	1.93%	17

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

ShoreHaven Wealth Partners's AVEM Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 23% in Q2 2026, selling an estimated $2.83M and leaving 101,935 shares worth $9.84M. The position accounts for 3.09% of the portfolio, ranked #6.

ShoreHaven Wealth Partners first reported a position in AVEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

ShoreHaven Wealth Partners held 101,935 shares of Avantis Emerging Markets Equity ETF worth $9.84M as of Q2 2026.
ShoreHaven Wealth Partners sold 30,658 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.83M.
Avantis Emerging Markets Equity ETF made up 3.09% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #6 holding.
ShoreHaven Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
ShoreHaven Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $13M in Q4 2025.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.