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

Stone Summit 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 Q3	$2.9M	Sell	30,841 -349	-1%	-$32.5K	0.78%	42
2026 Q2	$3.01M	Sell	31,190 -367	-1%	-$33.8K	0.76%	40
2026 Q1	$2.54M	Sell	31,557 -1,093	-3%	-$90.8K	0.71%	45
2025 Q4	$2.51M	Sell	32,650 -773	-2%	-$59.2K	0.68%	46
2025 Q3	$2.51M	Sell	33,423 -948	-3%	-$67.7K	0.71%	46
2025 Q2	$2.36M	Buy	34,371 +935	+3%	+$58.9K	0.73%	48
2025 Q1	$2.01M	Buy	33,436 +1,316	+4%	+$79.1K	0.68%	53
2024 Q4	$1.89M	Buy	32,120 +1,038	+3%	+$64.6K	0.63%	51
2024 Q3	$2.01M	Buy	+31,082	New	+$1.9M	0.65%	52
2024 Q2	–	Sell	-27,795	Closed	-$1.61M	–	139
2024 Q1	$1.61M	Buy	27,795 +2,415	+10%	+$136K	0.56%	59
2023 Q4	$1.43M	Buy	25,380 +2,055	+9%	+$111K	0.55%	60
2023 Q3	$1.23M	Buy	23,325 +2,819	+14%	+$153K	0.53%	66
2023 Q2	$1.1M	Buy	20,506 +3,761	+22%	+$200K	0.46%	65
2023 Q1	$886K	Buy	16,745 +3,269	+24%	+$174K	0.39%	71
2022 Q4	$680K	Buy	13,476 +1,466	+12%	+$71.7K	0.33%	78
2022 Q3	$552K	Sell	12,010 -379	-3%	-$19.3K	0.34%	78
2022 Q2	$645K	Buy	12,389 +2,912	+31%	+$161K	0.39%	67
2022 Q1	$575K	Buy	9,477 +856	+10%	+$52.5K	0.32%	77
2021 Q4	$547K	Buy	+8,621	New	+$555K	0.44%	68

Other funds holding AVEM

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Stone Summit Wealth's AVEM Position: Q3 2026 in Review

Stone Summit Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.1% in Q3 2026, selling an estimated $32.5K and leaving 30,841 shares worth $2.9M. The position accounts for 0.78% of the portfolio, ranked #42.

Stone Summit Wealth first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q2 2026. 261 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Stone Summit Wealth held 30,841 shares of Avantis Emerging Markets Equity ETF worth $2.9M as of Q3 2026.
Stone Summit Wealth sold 349 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $32.5K.
Avantis Emerging Markets Equity ETF made up 0.78% of Stone Summit Wealth's portfolio in Q3 2026, its #42 holding.
Stone Summit Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
Stone Summit Wealth's Avantis Emerging Markets Equity ETF position peaked at $3.01M in Q2 2026.
261 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.