Synergy Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Synergy Investment Management’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	$42.5K	Buy	440 +69	+19%	+$6.36K	0.01%	405
2026 Q1	$29.9K	Buy	+371	New	+$30.8K	0.01%	346
2025 Q2	–	Sell	-5,793	Closed	-$349K	–	108
2025 Q1	$349K	Sell	5,793 -4,544	-44%	-$273K	0.15%	89
2024 Q4	$608K	Buy	+10,337	New	+$643K	0.26%	61

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

Synergy Investment Management's AVEM Position: Q2 2026 in Review

Synergy Investment Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q2 2026, buying an estimated $6.36K and bringing the position to 440 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #405.

Synergy Investment Management first reported a position in AVEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $608K in Q4 2024. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Synergy Investment Management held 440 shares of Avantis Emerging Markets Equity ETF worth $42.5K as of Q2 2026.
Synergy Investment Management bought 69 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.36K.
Avantis Emerging Markets Equity ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #405 holding.
Synergy Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's Avantis Emerging Markets Equity ETF position peaked at $608K in Q4 2024.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.