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

Symphony Financial’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 		$16.2M Buy
169,802
+14,175
+9% +$1.31M 1.77% 14
2026
Q1 		$12.2M Buy
155,627
+122,610
+371% +$10.2M 1.62% 15
2025
Q4 		$2.55M Buy
33,017
+5,819
+21% +$445K 0.34% 63
2025
Q3 		$2.04M Buy
27,198
+6,508
+31% +$465K 0.25% 84
2025
Q2 		$1.43M Buy
+20,690
New +$1.3M 0.19% 98
2025
Q1 		– Sell
-10,202
Closed -$607K – 102
2024
Q4 		$607K Buy
10,202
+981
+11% +$61.1K 0.1% 128
2024
Q3 		$604K Sell
9,221
-41
-0.4% -$2.51K 0.1% 132
2024
Q2 		$563K Buy
9,262
+1,690
+22% +$101K 0.1% 129
2024
Q1 		$439K Buy
7,572
+339
+5% +$19.1K 0.1% 121
2023
Q4 		$390K Sell
7,233
-37,596
-84% -$2.02M 0.08% 144
2023
Q3 		$2.35M Buy
44,829
+4,727
+12% +$257K 0.58% 36
2023
Q2 		$2.14M Buy
40,102
+31,017
+341% +$1.65M 0.52% 46
2023
Q1 		$480K Buy
9,085
+1,380
+18% +$73.3K 0.12% 142
2022
Q4 		$404K Buy
+7,705
New +$377K 0.11% 154

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

Symphony Financial's AVEM Position: Q2 2026 in Review

Symphony Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 9.1% in Q2 2026, buying an estimated $1.31M and bringing the position to 169,802 shares worth $16.2M. The position accounts for 1.77% of the portfolio, ranked #14.

Symphony Financial first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Symphony Financial held 169,802 shares of Avantis Emerging Markets Equity ETF worth $16.2M as of Q2 2026.
  • Symphony Financial bought 14,175 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.31M.
  • Avantis Emerging Markets Equity ETF made up 1.77% of Symphony Financial's portfolio in Q2 2026, its #14 holding.
  • Symphony Financial first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.