WealthPlan Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

WealthPlan Investment Management’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	$19.8M	Sell	205,128 -7,058	-3%	-$651K	0.98%	26
2026 Q1	$17.1M	Sell	212,186 -17,792	-8%	-$1.48M	0.95%	26
2025 Q4	$17.7M	Buy	229,978 +6,450	+3%	+$494K	1.13%	19
2025 Q3	$16.8M	Buy	223,528 +41,661	+23%	+$2.98M	1.11%	24
2025 Q2	$12.5M	Buy	181,867 +69,084	+61%	+$4.35M	0.91%	29
2025 Q1	$6.79M	Buy	112,783 +2,114	+2%	+$127K	0.67%	60
2024 Q4	$6.51M	Buy	110,669 +9,067	+9%	+$564K	0.64%	60
2024 Q3	$6.56M	Buy	101,602 +15,895	+19%	+$973K	0.66%	58
2024 Q2	$5.24M	Sell	85,707 -24	-0%	-$1.44K	0.79%	55
2024 Q1	$4.97M	Sell	85,731 -24,481	-22%	-$1.38M	0.76%	55
2023 Q4	$6.21M	Buy	110,212 +3,882	+4%	+$209K	1%	44
2023 Q3	$5.61M	Buy	106,330 +31,861	+43%	+$1.73M	0.99%	47
2023 Q2	$4M	Sell	74,469 -31,256	-30%	-$1.66M	1.19%	36
2023 Q1	$5.59M	Sell	105,725 -171,009	-62%	-$9.08M	0.96%	42
2022 Q4	$14.9M	Buy	276,734 +1,703	+0.6%	+$83.3K	1.04%	34
2022 Q3	$14.2M	Buy	+275,031	New	+$14M	1.04%	34
2022 Q1	$7.63M	Buy	+136,656	New	+$8.38M	0.53%	64

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

WealthPlan Investment Management's AVEM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q2 2026, selling an estimated $651K and leaving 205,128 shares worth $19.8M. The position accounts for 0.98% of the portfolio, ranked #26.

WealthPlan Investment Management first reported a position in AVEM in Q1 2022 and has held it in 17 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

WealthPlan Investment Management held 205,128 shares of Avantis Emerging Markets Equity ETF worth $19.8M as of Q2 2026.
WealthPlan Investment Management sold 7,058 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $651K.
Avantis Emerging Markets Equity ETF made up 0.98% of WealthPlan Investment Management's portfolio in Q2 2026, its #26 holding.
WealthPlan Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 17 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.