Shotwell Rutter Baer’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Shotwell Rutter Baer’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	$12.1M	Sell	125,042 -5,153	-4%	-$475K	6.62%	7
2026 Q1	$10.5M	Buy	130,195 +1,200	+0.9%	+$99.6K	6.16%	7
2025 Q4	$10.3M	Buy	128,995 +1,504	+1%	+$115K	6.16%	7
2025 Q3	$9.75M	Sell	127,491 -3,432	-3%	-$245K	6.29%	7
2025 Q2	$9.09M	Buy	130,923 +387	+0.3%	+$24.4K	6.17%	7
2025 Q1	$7.32M	Buy	130,536 +731	+0.6%	+$44K	6.46%	7
2024 Q4	$7.48M	Buy	129,805 +2,703	+2%	+$168K	6.3%	7
2024 Q3	$8.36M	Buy	127,102 +3,168	+3%	+$194K	6.87%	6
2024 Q2	$7.75M	Buy	123,934 +911	+0.7%	+$54.6K	6.87%	6
2024 Q1	$7.31M	Buy	123,023 +1,441	+1%	+$81K	14.82%	3
2023 Q4	$6.7M	Buy	+121,582	New	+$6.54M	6.39%	7

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

Shotwell Rutter Baer's AVEM Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4% in Q2 2026, selling an estimated $475K and leaving 125,042 shares worth $12.1M. The position accounts for 6.62% of the portfolio, ranked #7.

Shotwell Rutter Baer first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Shotwell Rutter Baer held 125,042 shares of Avantis Emerging Markets Equity ETF worth $12.1M as of Q2 2026.
Shotwell Rutter Baer sold 5,153 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $475K.
Avantis Emerging Markets Equity ETF made up 6.62% of Shotwell Rutter Baer's portfolio in Q2 2026, its #7 holding.
Shotwell Rutter Baer first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.