True Wealth Design’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-40	Closed	-$3K	–	2580
2025 Q3	$3K	Buy	+40	New	+$2.86K	﹤0.01%	1308
2024 Q3	–	Sell	-24,387	Closed	-$1.49M	–	1277
2024 Q2	$1.49M	Sell	24,387 -378	-2%	-$22.7K	0.37%	25
2024 Q1	$1.44M	Sell	24,765 -630	-2%	-$35.4K	0.36%	25
2023 Q4	$1.43M	Buy	25,395 +646	+3%	+$34.8K	0.4%	25
2023 Q3	$1.31M	Sell	24,749 -268	-1%	-$14.6K	0.44%	24
2023 Q2	$1.35M	Sell	25,017 -1,325	-5%	-$70.5K	0.49%	22
2023 Q1	$1.39M	Sell	26,342 -1,110	-4%	-$59K	0.58%	25
2022 Q4	$1.38M	Buy	+27,452	New	+$1.34M	0.64%	20

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

True Wealth Design's AVEM Position: Q4 2025 in Review

True Wealth Design sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 40 shares — an estimated $3K sold.

True Wealth Design first reported a position in AVEM in Q4 2022 and held it in 8 quarters. The position peaked at $1.49M in Q2 2024. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

True Wealth Design reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 40 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $3K.
True Wealth Design first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and held it in 8 quarters.
True Wealth Design's Avantis Emerging Markets Equity ETF position peaked at $1.49M in Q2 2024.
799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.