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 Q3	$18M	Buy	191,200 +76,282	+66%	+$7.1M	3.75%	7
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Stewardship Advisors's AVEM Position: Q3 2026 in Review

Stewardship Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 66% in Q3 2026, buying an estimated $7.1M and bringing the position to 191,200 shares worth $18M. The position accounts for 3.75% of the portfolio, ranked #7.

Stewardship Advisors first reported a position in AVEM in Q3 2023 and has held it in 13 quarters since. 465 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Stewardship Advisors held 191,200 shares of Avantis Emerging Markets Equity ETF worth $18M as of Q3 2026.
Stewardship Advisors bought 76,282 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $7.1M.
Avantis Emerging Markets Equity ETF made up 3.75% of Stewardship Advisors's portfolio in Q3 2026, its #7 holding.
Stewardship Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 13 quarters since.
465 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.