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SHP Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

SHP Wealth Management’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
Q1 		$1.77K Sell
22
-158
-88% -$13.1K ﹤0.01% 1310
2025
Q4 		$13.9K Buy
+180
New +$13.8K ﹤0.01% 759

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SHP Wealth Management's AVEM Position: Q1 2026 in Review

SHP Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 88% in Q1 2026, selling an estimated $13.1K and leaving 22 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

SHP Wealth Management first reported a position in AVEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.9K in Q4 2025. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • SHP Wealth Management held 22 shares of Avantis Emerging Markets Equity ETF worth $1.77K as of Q1 2026.
  • SHP Wealth Management sold 158 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $13.1K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1310 holding.
  • SHP Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $13.9K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.