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

Simplicity Wealth’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	$22.9M	Buy	284,682 +36,007	+14%	+$2.99M	1.3%	12
2025 Q4	$19.2M	Buy	248,675 +28,401	+13%	+$2.17M	1.14%	13
2025 Q3	$16.5M	Sell	220,274 -191,236	-46%	-$13.7M	0.96%	16
2025 Q2	$28.2M	Buy	411,510 +221,519	+117%	+$14M	1.17%	15
2025 Q1	$11.4M	Buy	+189,991	New	+$11.4M	0.89%	17
2024 Q4	–	Sell	-159,572	Closed	-$10.3M	–	334
2024 Q3	$10.3M	Buy	159,572 +143,489	+892%	+$8.78M	0.95%	17
2024 Q2	$982K	Buy	+16,083	New	+$964K	0.02%	532

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Simplicity Wealth's AVEM Position: Q1 2026 in Review

Simplicity Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 14% in Q1 2026, buying an estimated $2.99M and bringing the position to 284,682 shares worth $22.9M. The position accounts for 1.3% of the portfolio, ranked #12.

Simplicity Wealth first reported a position in AVEM in Q2 2024 and has held it in 7 quarters since. The position peaked at $28.2M in Q2 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Simplicity Wealth held 284,682 shares of Avantis Emerging Markets Equity ETF worth $22.9M as of Q1 2026.
Simplicity Wealth bought 36,007 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.99M.
Avantis Emerging Markets Equity ETF made up 1.3% of Simplicity Wealth's portfolio in Q1 2026, its #12 holding.
Simplicity Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's Avantis Emerging Markets Equity ETF position peaked at $28.2M in Q2 2025.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.