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Sound Income Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sound Income Strategies’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
2025
Q3 		– Sell
-91
Closed -$6.24K – 1712
2025
Q2 		$6.24K Sell
91
-179
-66% -$11.3K ﹤0.01% 1039
2025
Q1 		$16.2K Buy
270
+91
+51% +$5.47K ﹤0.01% 765
2024
Q4 		$10.5K Hold
179
– – ﹤0.01% 824
2024
Q3 		$11.6K Hold
179
– – ﹤0.01% 757
2024
Q2 		$10.9K Buy
+179
New +$10.7K ﹤0.01% 756
2023
Q4 		– Sell
-946
Closed -$49.9K – 1325
2023
Q3 		$49.9K Buy
+946
New +$51.4K ﹤0.01% 308

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 $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return