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

Trademark Financial 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	$1.43M	Buy	14,783 +8,102	+121%	+$747K	0.58%	36
2026 Q1	$538K	Buy	+6,681	New	+$555K	0.26%	63
2024 Q4	–	Sell	-7,056	Closed	-$456K	–	91
2024 Q3	$456K	Sell	7,056 -2,102	-23%	-$129K	0.36%	57
2024 Q2	$559K	Buy	+9,158	New	+$549K	0.46%	49
2024 Q1	–	Sell	-17,170	Closed	-$968K	–	77
2023 Q4	$968K	Buy	+17,170	New	+$924K	0.71%	31

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Trademark Financial Management's AVEM Position: Q2 2026 in Review

Trademark Financial Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 121% in Q2 2026, buying an estimated $747K and bringing the position to 14,783 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #36.

Trademark Financial Management first reported a position in AVEM in Q4 2023 and has held it in 5 quarters since. 546 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Trademark Financial Management held 14,783 shares of Avantis Emerging Markets Equity ETF worth $1.43M as of Q2 2026.
Trademark Financial Management bought 8,102 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $747K.
Avantis Emerging Markets Equity ETF made up 0.58% of Trademark Financial Management's portfolio in Q2 2026, its #36 holding.
Trademark Financial Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 5 quarters since.
546 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.