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 Q3	$11.7M	Sell	124,383 -659	-0.5%	-$61.3K	6.5%	7
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%	+$100K	6.16%	7
2025 Q4	$10.3M	Buy	128,995 +1,504	+1%	+$115K	6.16%	7
2025 Q3	$9.8M	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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shotwell Rutter Baer's AVEM Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.53% in Q3 2026, selling an estimated $61.3K and leaving 124,383 shares worth $11.7M. The position accounts for 6.5% of the portfolio, ranked #7.

Shotwell Rutter Baer first reported a position in AVEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q2 2026. 219 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Shotwell Rutter Baer held 124,383 shares of Avantis Emerging Markets Equity ETF worth $11.7M as of Q3 2026.
Shotwell Rutter Baer sold 659 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $61.3K.
Avantis Emerging Markets Equity ETF made up 6.5% of Shotwell Rutter Baer's portfolio in Q3 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 12 quarters since.
Shotwell Rutter Baer's Avantis Emerging Markets Equity ETF position peaked at $12.1M in Q2 2026.
219 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.