Waverly Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Waverly Advisors’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	$16M	Buy	198,930 +41,791	+27%	+$3.47M	0.12%	169
2025 Q4	$12.1M	Sell	157,139 -21,599	-12%	-$1.65M	0.1%	200
2025 Q3	$13.4M	Buy	178,738 +409	+0.2%	+$29.2K	0.13%	152
2025 Q2	$12.2M	Sell	178,329 -4,989	-3%	-$314K	0.13%	160
2025 Q1	$11M	Sell	183,318 -843	-0.5%	-$50.7K	0.13%	168
2024 Q4	$10.8M	Buy	184,161 +1,388	+0.8%	+$86.4K	0.17%	132
2024 Q3	$11.8M	Sell	182,773 -10,346	-5%	-$633K	0.22%	96
2024 Q2	$11.8M	Buy	193,119 +145	+0.1%	+$8.69K	0.23%	89
2024 Q1	$11.2M	Sell	192,974 -13,259	-6%	-$745K	0.26%	77
2023 Q4	$11.6M	Sell	206,233 -10,861	-5%	-$584K	0.44%	42
2023 Q3	$11.5M	Sell	217,094 -5,745	-3%	-$312K	0.5%	36
2023 Q2	$12M	Sell	222,839 -4,660	-2%	-$248K	0.53%	34
2023 Q1	$12M	Sell	227,499 -6,007	-3%	-$319K	0.63%	27
2022 Q4	$11.8M	Buy	233,506 +32,508	+16%	+$1.59M	0.65%	28
2022 Q3	$9.23M	Sell	200,998 -3,971	-2%	-$202K	0.65%	27
2022 Q2	$10.7M	Buy	+204,969	New	+$11.4M	0.98%	16

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

Waverly Advisors's AVEM Position: Q1 2026 in Review

Waverly Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 27% in Q1 2026, buying an estimated $3.47M and bringing the position to 198,930 shares worth $16M. The position accounts for 0.12% of the portfolio, ranked #169.

Waverly Advisors first reported a position in AVEM in Q2 2022 and has held it in 16 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Waverly Advisors held 198,930 shares of Avantis Emerging Markets Equity ETF worth $16M as of Q1 2026.
Waverly Advisors bought 41,791 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.47M.
Avantis Emerging Markets Equity ETF made up 0.12% of Waverly Advisors's portfolio in Q1 2026, its #169 holding.
Waverly Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 16 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.