WealthGarden F.S.’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

WealthGarden F.S.’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	$1.28M	Sell	13,254 -4,218	-24%	-$389K	0.73%	40
2026 Q1	$1.41M	Sell	17,472 -17,409	-50%	-$1.45M	0.96%	28
2025 Q4	$2.9M	Buy	34,881 +10,010	+40%	+$766K	1.91%	12
2025 Q3	$1.92M	Buy	+24,871	New	+$1.78M	1.37%	21

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

WealthGarden F.S.'s AVEM Position: Q2 2026 in Review

WealthGarden F.S. reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 24% in Q2 2026, selling an estimated $389K and leaving 13,254 shares worth $1.28M. The position accounts for 0.73% of the portfolio, ranked #40.

WealthGarden F.S. first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

WealthGarden F.S. held 13,254 shares of Avantis Emerging Markets Equity ETF worth $1.28M as of Q2 2026.
WealthGarden F.S. sold 4,218 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $389K.
Avantis Emerging Markets Equity ETF made up 0.73% of WealthGarden F.S.'s portfolio in Q2 2026, its #40 holding.
WealthGarden F.S. first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
WealthGarden F.S.'s Avantis Emerging Markets Equity ETF position peaked at $2.9M in Q4 2025.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.