Wealth Management Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Wealth Management Partners’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	$1.97M	Sell	20,430 -359	-2%	-$33.1K	0.46%	47
2026 Q1	$1.68M	Sell	20,789 -413	-2%	-$34.3K	0.48%	48
2025 Q4	$1.63M	Sell	21,202 -28	-0.1%	-$2.14K	0.47%	46
2025 Q3	$1.59M	Sell	21,230 -395	-2%	-$28.2K	0.51%	42
2025 Q2	$1.48M	Sell	21,625 -77,195	-78%	-$4.86M	0.52%	42
2025 Q1	$5.95M	Sell	98,820 -375	-0.4%	-$22.5K	2.75%	9
2024 Q4	$5.83M	Buy	99,195 +97	+0.1%	+$6.04K	2.52%	10
2024 Q3	$6.4M	Buy	99,098 +5,980	+6%	+$366K	2.97%	8
2024 Q2	$5.69M	Buy	93,118 +451	+0.5%	+$27K	2.77%	10
2024 Q1	$5.37M	Buy	92,667 +1,817	+2%	+$102K	2.73%	9
2023 Q4	$5.12M	Sell	90,850 -391	-0.4%	-$21K	2.86%	9
2023 Q3	$4.82M	Buy	+91,241	New	+$4.96M	3%	9

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

Wealth Management Partners's AVEM Position: Q2 2026 in Review

Wealth Management Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.7% in Q2 2026, selling an estimated $33.1K and leaving 20,430 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #47.

Wealth Management Partners first reported a position in AVEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.4M in Q3 2024. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Wealth Management Partners held 20,430 shares of Avantis Emerging Markets Equity ETF worth $1.97M as of Q2 2026.
Wealth Management Partners sold 359 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $33.1K.
Avantis Emerging Markets Equity ETF made up 0.46% of Wealth Management Partners's portfolio in Q2 2026, its #47 holding.
Wealth Management Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Management Partners's Avantis Emerging Markets Equity ETF position peaked at $6.4M in Q3 2024.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.