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

Team Financial Group’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 		– Sell
-659
Closed -$53.1K – 68
2026
Q1 		$53.1K Buy
659
+102
+18% +$8.47K 0.02% 107
2025
Q4 		$42.9K Buy
557
+361
+184% +$27.6K 0.02% 111
2025
Q3 		$14.7K Hold
196
– – 0.01% 161
2025
Q2 		$13.4K Buy
+196
New +$12.3K 0.01% 156

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Team Financial Group's AVEM Position: Q2 2026 in Review

Team Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026, closing a stake of 659 shares — an estimated $53.1K sold.

Team Financial Group first reported a position in AVEM in Q2 2025 and held it in 4 quarters. The position peaked at $53.1K in Q1 2026. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Team Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 659 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $53.1K.
  • Team Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Avantis Emerging Markets Equity ETF position peaked at $53.1K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.