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

Stewardship 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	$11.1M	Sell	114,918 -85,651	-43%	-$7.9M	2.3%	11
2026 Q1	$16.2M	Buy	200,569 +196,722	+5,114%	+$16.3M	3.71%	6
2025 Q4	$296K	Sell	3,847 -325	-8%	-$24.9K	0.07%	116
2025 Q3	$313K	Buy	4,172 +68	+2%	+$4.86K	0.07%	111
2025 Q2	$281K	Hold	4,104	–	–	0.07%	114
2025 Q1	$247K	Sell	4,104 -7,930	-66%	-$477K	0.07%	126
2024 Q4	$707K	Sell	12,034 -1,938	-14%	-$121K	0.2%	67
2024 Q3	$903K	Sell	13,972 -6,947	-33%	-$425K	0.25%	50
2024 Q2	$1.28M	Sell	20,919 -18,748	-47%	-$1.12M	0.42%	37
2024 Q1	$2.3M	Sell	39,667 -181,670	-82%	-$10.2M	0.79%	31
2023 Q4	$12.5M	Sell	221,337 -631	-0.3%	-$33.9K	4.5%	8
2023 Q3	$11.7M	Buy	+221,968	New	+$12.1M	4.58%	8

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

Stewardship Advisors's AVEM Position: Q2 2026 in Review

Stewardship Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 43% in Q2 2026, selling an estimated $7.9M and leaving 114,918 shares worth $11.1M. The position accounts for 2.3% of the portfolio, ranked #11.

Stewardship Advisors first reported a position in AVEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.2M in Q1 2026. 524 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Stewardship Advisors held 114,918 shares of Avantis Emerging Markets Equity ETF worth $11.1M as of Q2 2026.
Stewardship Advisors sold 85,651 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.9M.
Avantis Emerging Markets Equity ETF made up 2.3% of Stewardship Advisors's portfolio in Q2 2026, its #11 holding.
Stewardship Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
Stewardship Advisors's Avantis Emerging Markets Equity ETF position peaked at $16.2M in Q1 2026.
524 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.