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 Q3	$1.9M	Sell	20,181 -249	-1%	-$23.2K	0.45%	46
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Management Partners's AVEM Position: Q3 2026 in Review

Wealth Management Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.2% in Q3 2026, selling an estimated $23.2K and leaving 20,181 shares worth $1.9M. The position accounts for 0.45% of the portfolio, ranked #46.

Wealth Management Partners first reported a position in AVEM in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.4M in Q3 2024. 319 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Wealth Management Partners held 20,181 shares of Avantis Emerging Markets Equity ETF worth $1.9M as of Q3 2026.
Wealth Management Partners sold 249 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $23.2K.
Avantis Emerging Markets Equity ETF made up 0.45% of Wealth Management Partners's portfolio in Q3 2026, its #46 holding.
Wealth Management Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Management Partners's Avantis Emerging Markets Equity ETF position peaked at $6.4M in Q3 2024.
319 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.