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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stone Summit Wealth's AVEM Position: Q2 2026 in Review

Stone Summit Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.2% in Q2 2026, selling an estimated $33.8K and leaving 31,190 shares worth $3.01M. The position accounts for 0.76% of the portfolio, ranked #40.

Stone Summit Wealth first reported a position in AVEM in Q4 2021 and has held it in 18 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Stone Summit Wealth held 31,190 shares of Avantis Emerging Markets Equity ETF worth $3.01M as of Q2 2026.
  • Stone Summit Wealth sold 367 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $33.8K.
  • Avantis Emerging Markets Equity ETF made up 0.76% of Stone Summit Wealth's portfolio in Q2 2026, its #40 holding.
  • Stone Summit Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.