Slagle Financial’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Slagle Financial’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	$2.69M	Buy	27,844 +4,346	+18%	+$401K	0.8%	56
2026 Q1	$1.89M	Buy	23,498 +178	+0.8%	+$14.8K	0.63%	63
2025 Q4	$1.8M	Buy	23,320 +799	+4%	+$61.2K	0.63%	59
2025 Q3	$1.69M	Sell	22,521 -3,414	-13%	-$244K	0.62%	61
2025 Q2	$1.78M	Buy	+25,935	New	+$1.63M	0.72%	59

Other funds holding AVEM

AAS

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

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

APP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

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

FFA

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

GSWM

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

Slagle Financial's AVEM Position: Q2 2026 in Review

Slagle Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 18% in Q2 2026, buying an estimated $401K and bringing the position to 27,844 shares worth $2.69M. The position accounts for 0.8% of the portfolio, ranked #56.

Slagle Financial first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Slagle Financial held 27,844 shares of Avantis Emerging Markets Equity ETF worth $2.69M as of Q2 2026.
Slagle Financial bought 4,346 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $401K.
Avantis Emerging Markets Equity ETF made up 0.8% of Slagle Financial's portfolio in Q2 2026, its #56 holding.
Slagle Financial first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
547 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.