Summit Financial Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit Financial 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
2026 Q2	$75.7M	Sell	785,029 -44,312	-5%	-$4.09M	5.32%	7
2026 Q1	$66.8M	Sell	829,341 -27,068	-3%	-$2.25M	5.27%	7
2025 Q4	$66M	Sell	856,409 -3,575	-0.4%	-$274K	5.42%	7
2025 Q3	$64.6M	Sell	859,984 -8,555	-1%	-$611K	5.54%	7
2025 Q2	$59.5M	Buy	868,539 +1,301	+0.2%	+$81.9K	5.51%	6
2025 Q1	$52.2M	Buy	867,238 +22,754	+3%	+$1.37M	5.26%	7
2024 Q4	$49.6M	Buy	844,484 +37,825	+5%	+$2.35M	5.48%	7
2024 Q3	$52.1M	Buy	806,659 +29,651	+4%	+$1.82M	5.87%	6
2024 Q2	$47.5M	Buy	777,008 +31,182	+4%	+$1.87M	5.9%	6
2024 Q1	$43.2M	Buy	745,826 +62,211	+9%	+$3.5M	6.03%	5
2023 Q4	$38.5M	Buy	+683,615	New	+$36.8M	5.89%	5

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Financial Strategies's AVEM Position: Q2 2026 in Review

Summit Financial Strategies reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.3% in Q2 2026, selling an estimated $4.09M and leaving 785,029 shares worth $75.7M. The position accounts for 5.32% of the portfolio, ranked #7.

Summit Financial Strategies first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Summit Financial Strategies held 785,029 shares of Avantis Emerging Markets Equity ETF worth $75.7M as of Q2 2026.
Summit Financial Strategies sold 44,312 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.09M.
Avantis Emerging Markets Equity ETF made up 5.32% of Summit Financial Strategies's portfolio in Q2 2026, its #7 holding.
Summit Financial Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.