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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
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

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Mercer Global Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return