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

WealthShield 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	–	Sell	-809	Closed	-$65.2K	–	390
2026 Q1	$65.2K	Buy	809 +9	+1%	+$747	0.01%	435
2025 Q4	$61.6K	Hold	800	–	–	0.01%	426
2025 Q3	$60.1K	Hold	800	–	–	0.01%	427
2025 Q2	$54.8K	Hold	800	–	–	0.01%	420
2025 Q1	$48.1K	Hold	800	–	–	0.01%	415
2024 Q4	$47K	Hold	800	–	–	0.01%	381
2024 Q3	$51.7K	Hold	800	–	–	0.01%	386
2024 Q2	$48.9K	Hold	800	–	–	0.01%	358
2024 Q1	$46.4K	Buy	800 +300	+60%	+$16.9K	0.01%	352
2023 Q4	$28.2K	Hold	500	–	–	﹤0.01%	391
2023 Q3	$26.4K	Hold	500	–	–	﹤0.01%	401
2023 Q2	$26.9K	Hold	500	–	–	﹤0.01%	410
2023 Q1	$26.4K	Buy	+500	New	+$26.6K	﹤0.01%	404

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

WealthShield Partners's AVEM Position: Q2 2026 in Review

WealthShield Partners sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026, closing a stake of 809 shares — an estimated $65.2K sold.

WealthShield Partners first reported a position in AVEM in Q1 2023 and held it in 13 quarters. The position peaked at $65.2K in Q1 2026. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

WealthShield Partners reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 809 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $65.2K.
WealthShield Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and held it in 13 quarters.
WealthShield Partners's Avantis Emerging Markets Equity ETF position peaked at $65.2K in Q1 2026.
1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.