RAFFA WEALTH MANAGEMENT, LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$713K	Sell	7,390 -271	-4%	-$25K	0.09%	49
2026 Q1	$617K	Buy	7,661 +3	+0%	+$249	0.1%	53
2025 Q4	$590K	Buy	7,658 +69	+0.9%	+$5.28K	0.09%	58
2025 Q3	$570K	Hold	7,589	–	–	0.1%	56
2025 Q2	$520K	Buy	7,589 +35	+0.5%	+$2.2K	0.1%	56
2025 Q1	$455K	Buy	7,554 +554	+8%	+$33.3K	0.1%	56
2024 Q4	$412K	Buy	7,000 +56	+0.8%	+$3.49K	0.1%	56
2024 Q3	$449K	Sell	6,944 -58	-0.8%	-$3.55K	0.11%	55
2024 Q2	$428K	Buy	7,002 +31	+0.4%	+$1.86K	0.12%	56
2024 Q1	$404K	Hold	6,971	–	–	0.12%	57
2023 Q4	$393K	Buy	6,971 +1,482	+27%	+$79.7K	0.12%	55
2023 Q3	$290K	Hold	5,489	–	–	0.1%	55
2023 Q2	$295K	Buy	5,489 +59	+1%	+$3.14K	0.1%	57
2023 Q1	$287K	Hold	5,430	–	–	0.1%	53
2022 Q4	$274K	Buy	5,430 +3,222	+146%	+$158K	0.11%	45
2022 Q3	$101K	Hold	2,208	–	–	0.04%	82
2022 Q2	$115K	Buy	2,208 +2,052	+1,315%	+$114K	0.05%	81
2022 Q1	$9.24K	Hold	156	–	–	﹤0.01%	303
2021 Q4	$9.87K	Buy	156 +3	+2%	+$193	﹤0.01%	307
2021 Q3	$9.87K	Hold	153	–	–	﹤0.01%	263
2021 Q2	$10.6K	Buy	153 +1	+0.7%	+$68	﹤0.01%	259
2021 Q1	$9.99K	Buy	+152	New	+$10K	﹤0.01%	281

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

RAFFA WEALTH MANAGEMENT, LLC's AVEM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.5% in Q2 2026, selling an estimated $25K and leaving 7,390 shares worth $713K. The position accounts for 0.09% of the portfolio, ranked #49.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AVEM in Q1 2021 and has held it in 22 quarters since. 438 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 7,390 shares of Avantis Emerging Markets Equity ETF worth $713K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 271 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $25K.
Avantis Emerging Markets Equity ETF made up 0.09% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #49 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Avantis Emerging Markets Equity ETF in Q1 2021 and has held it in 22 quarters since.
438 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.