Simon Quick Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Simon Quick 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	$8.72M	Buy	+90,334	New	+$8.33M	0.35%	49

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Simon Quick Advisors's AVEM Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 90,334 shares worth $8.72M. The stake represents 0.35% of the portfolio and ranks #49 among its holdings.

461 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Simon Quick Advisors held 90,334 shares of Avantis Emerging Markets Equity ETF worth $8.72M as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Simon Quick Advisors position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.35% of Simon Quick Advisors's portfolio in Q2 2026, its #49 holding.
461 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.