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 Q2	$19.4M	Buy	201,204 +2,274	+1%	+$210K	0.11%	179
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 $1.55T 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Waverly Advisors's AVEM Position: Q2 2026 in Review

Waverly Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.1% in Q2 2026, buying an estimated $210K and bringing the position to 201,204 shares worth $19.4M. The position accounts for 0.11% of the portfolio, ranked #179.

Waverly Advisors first reported a position in AVEM in Q2 2022 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Waverly Advisors held 201,204 shares of Avantis Emerging Markets Equity ETF worth $19.4M as of Q2 2026.
Waverly Advisors bought 2,274 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $210K.
Avantis Emerging Markets Equity ETF made up 0.11% of Waverly Advisors's portfolio in Q2 2026, its #179 holding.
Waverly Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.