Valmark Advisers’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Valmark Advisers’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 Q1	$1.34M	Sell	16,648 -1,413	-8%	-$117K	0.02%	305
2025 Q4	$1.39M	Sell	18,061 -1,531	-8%	-$117K	0.02%	293
2025 Q3	$1.47M	Sell	19,592 -695	-3%	-$49.6K	0.02%	279
2025 Q2	$1.39M	Sell	20,287 -1,588	-7%	-$100K	0.02%	278
2025 Q1	$1.32M	Buy	21,875 +287	+1%	+$17.3K	0.02%	268
2024 Q4	$1.27M	Buy	21,588 +1,115	+5%	+$69.4K	0.02%	274
2024 Q3	$1.32M	Sell	20,473 -1,055	-5%	-$64.6K	0.02%	257
2024 Q2	$1.32M	Buy	21,528 +87	+0.4%	+$5.22K	0.02%	240
2024 Q1	$1.24M	Buy	21,441 +1,261	+6%	+$70.9K	0.02%	232
2023 Q4	$1.14M	Buy	20,180 +76	+0.4%	+$4.09K	0.02%	232
2023 Q3	$1.06M	Buy	+20,104	New	+$1.09M	0.02%	213

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valmark Advisers's AVEM Position: Q1 2026 in Review

Valmark Advisers reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.8% in Q1 2026, selling an estimated $117K and leaving 16,648 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #305.

Valmark Advisers first reported a position in AVEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Valmark Advisers held 16,648 shares of Avantis Emerging Markets Equity ETF worth $1.34M as of Q1 2026.
Valmark Advisers sold 1,413 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $117K.
Avantis Emerging Markets Equity ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #305 holding.
Valmark Advisers first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
Valmark Advisers's Avantis Emerging Markets Equity ETF position peaked at $1.47M in Q3 2025.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.