Websterrogers Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Websterrogers Financial Advisors’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	$17.8M	Sell	184,217 -13,983	-7%	-$1.29M	4.55%	4
2026 Q1	$16M	Buy	198,200 +250	+0.1%	+$20.8K	4.57%	5
2025 Q4	$15.2M	Sell	197,950 -5,004	-2%	-$383K	4.43%	6
2025 Q3	$15.2M	Sell	202,954 -9,599	-5%	-$686K	4.57%	6
2025 Q2	$14.6M	Buy	212,553 +1,124	+0.5%	+$70.8K	4.63%	5
2025 Q1	$12.7M	Sell	211,429 -7,123	-3%	-$428K	4.34%	6
2024 Q4	$12.8M	Buy	218,552 +2,247	+1%	+$140K	4.46%	7
2024 Q3	$14M	Sell	216,305 -6,252	-3%	-$383K	4.89%	5
2024 Q2	$13.6M	Sell	222,557 -7,908	-3%	-$474K	4.84%	5
2024 Q1	$13.4M	Buy	230,465 +38,869	+20%	+$2.19M	4.75%	6
2023 Q4	$10.8M	Sell	191,596 -6,290	-3%	-$338K	4.51%	7
2023 Q3	$10.4M	Buy	197,886 +3,247	+2%	+$176K	4.59%	6
2023 Q2	$10.5M	Buy	194,639 +7,809	+4%	+$415K	4.56%	8
2023 Q1	$9.88M	Buy	186,830 +7,358	+4%	+$391K	4.55%	7
2022 Q4	$9.05M	Buy	179,472 +7,383	+4%	+$361K	4.38%	6
2022 Q3	$7.9M	Buy	172,089 +5,917	+4%	+$301K	4.16%	7
2022 Q2	$8.65M	Buy	166,172 +43,786	+36%	+$2.43M	4.23%	7
2022 Q1	$7.38M	Sell	122,386 -142,325	-54%	-$8.73M	3.78%	6
2021 Q4	$16.8M	Buy	264,711 +1,178	+0.4%	+$75.9K	3.79%	5
2021 Q3	$17M	Buy	263,533 +5,872	+2%	+$389K	3.94%	5
2021 Q2	$17.3M	Buy	257,661 +8,189	+3%	+$557K	4.12%	5
2021 Q1	$16.4M	Buy	249,472 +1,381	+0.6%	+$91.2K	4.43%	5
2020 Q4	$16.4M	Buy	+248,091	New	+$14.1M	4.77%	5

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

Websterrogers Financial Advisors's AVEM Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.1% in Q2 2026, selling an estimated $1.29M and leaving 184,217 shares worth $17.8M. The position accounts for 4.55% of the portfolio, ranked #4.

Websterrogers Financial Advisors first reported a position in AVEM in Q4 2020 and has held it in 23 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Websterrogers Financial Advisors held 184,217 shares of Avantis Emerging Markets Equity ETF worth $17.8M as of Q2 2026.
Websterrogers Financial Advisors sold 13,983 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.29M.
Avantis Emerging Markets Equity ETF made up 4.55% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #4 holding.
Websterrogers Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 23 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.