Wedmont Private Capital’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Wedmont Private Capital’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 Q3	$6.76M	Buy	72,515 +3,202	+5%	+$298K	0.16%	84
2026 Q2	$6.53M	Buy	69,313 +20,083	+41%	+$1.85M	0.18%	76
2026 Q1	$4.22M	Sell	49,230 -5,182	-10%	-$430K	0.14%	87
2025 Q4	$4.34M	Buy	54,412 +2,098	+4%	+$161K	0.15%	82
2025 Q3	$3.97M	Buy	52,314 +21	+0%	+$1.5K	0.15%	82
2025 Q2	$3.6M	Buy	52,293 +5,930	+13%	+$373K	0.15%	81
2025 Q1	$2.67M	Sell	46,363 -7,214	-13%	-$434K	0.14%	87
2024 Q4	$3.09M	Buy	53,577 +7,285	+16%	+$453K	0.16%	75
2024 Q3	$3.06M	Hold	46,292	–	–	0.17%	72
2024 Q2	$2.94M	Buy	46,292 +572	+1%	+$34.3K	0.18%	72
2024 Q1	$2.72M	Sell	45,720 -79	-0.2%	-$4.44K	0.2%	70
2023 Q4	$2.54M	Buy	45,799 +148	+0.3%	+$7.96K	0.21%	72
2023 Q3	$2.39M	Sell	45,651 -22	-0%	-$1.2K	0.24%	67
2023 Q2	$2.54M	Buy	45,673 +2,078	+5%	+$111K	0.27%	58
2023 Q1	$2.3M	Buy	43,595 +791	+2%	+$42K	0.3%	53
2022 Q4	$2.27M	Buy	42,804 +5,821	+16%	+$285K	0.34%	49
2022 Q3	$1.7M	Buy	36,983 +30,616	+481%	+$1.56M	0.34%	45
2022 Q2	$331K	Buy	+6,367	New	+$353K	0.07%	214

Other funds holding AVEM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Wedmont Private Capital's AVEM Position: Q3 2026 in Review

Wedmont Private Capital increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.6% in Q3 2026, buying an estimated $298K and bringing the position to 72,515 shares worth $6.76M. The position accounts for 0.16% of the portfolio, ranked #84.

Wedmont Private Capital first reported a position in AVEM in Q2 2022 and has held it in 18 quarters since. 54 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Wedmont Private Capital held 72,515 shares of Avantis Emerging Markets Equity ETF worth $6.76M as of Q3 2026.
Wedmont Private Capital bought 3,202 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $298K.
Avantis Emerging Markets Equity ETF made up 0.16% of Wedmont Private Capital's portfolio in Q3 2026, its #84 holding.
Wedmont Private Capital first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 18 quarters since.
54 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.