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

WCG Wealth 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	$25.2M	Buy	260,666 +3,622	+1%	+$334K	0.6%	44
2026 Q1	$20.7M	Buy	257,044 +6,786	+3%	+$564K	0.58%	46
2025 Q4	$19.3M	Buy	250,258 +134,401	+116%	+$10.3M	0.54%	48
2025 Q3	$8.7M	Buy	115,857 +3,248	+3%	+$232K	0.55%	52
2025 Q2	$7.72M	Buy	112,609 +7,865	+8%	+$495K	0.5%	61
2025 Q1	$6.3M	Buy	104,744 +2,993	+3%	+$180K	0.48%	66
2024 Q4	$5.98M	Buy	101,751 +7,933	+8%	+$494K	0.4%	79
2024 Q3	$6.06M	Buy	93,818 +2,411	+3%	+$148K	0.41%	76
2024 Q2	$5.58M	Buy	91,407 +2,652	+3%	+$159K	0.41%	72
2024 Q1	$5.14M	Buy	88,755 +3,639	+4%	+$205K	0.43%	65
2023 Q4	$4.8M	Buy	85,116 +6,962	+9%	+$375K	0.35%	74
2023 Q3	$4.13M	Buy	+78,154	New	+$4.25M	0.3%	82

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

WCG Wealth Advisors's AVEM Position: Q2 2026 in Review

WCG Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.4% in Q2 2026, buying an estimated $334K and bringing the position to 260,666 shares worth $25.2M. The position accounts for 0.6% of the portfolio, ranked #44.

WCG Wealth Advisors first reported a position in AVEM in Q3 2023 and has held it in 12 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

WCG Wealth Advisors held 260,666 shares of Avantis Emerging Markets Equity ETF worth $25.2M as of Q2 2026.
WCG Wealth Advisors bought 3,622 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $334K.
Avantis Emerging Markets Equity ETF made up 0.6% of WCG Wealth Advisors's portfolio in Q2 2026, its #44 holding.
WCG Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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