WESPAC Advisors SoCal’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

WESPAC Advisors SoCal’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	$2.05M	Buy	21,289 +4,740	+29%	+$437K	0.37%	67
2026 Q1	$1.33M	Sell	16,549 -131	-0.8%	-$10.9K	0.28%	69
2025 Q4	$1.28M	Buy	+16,680	New	+$1.28M	0.26%	65
2024 Q1	–	Sell	-32,453	Closed	-$1.83M	–	92
2023 Q4	$1.83M	Sell	32,453 -618	-2%	-$33.2K	0.53%	47
2023 Q3	$1.75M	Sell	33,071 -6,896	-17%	-$375K	0.59%	43
2023 Q2	$2.15M	Buy	39,967 +3,469	+10%	+$184K	0.74%	38
2023 Q1	$1.93M	Buy	+36,498	New	+$1.94M	0.67%	42

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

WESPAC Advisors SoCal's AVEM Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 29% in Q2 2026, buying an estimated $437K and bringing the position to 21,289 shares worth $2.05M. The position accounts for 0.37% of the portfolio, ranked #67.

WESPAC Advisors SoCal first reported a position in AVEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.15M in Q2 2023. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

WESPAC Advisors SoCal held 21,289 shares of Avantis Emerging Markets Equity ETF worth $2.05M as of Q2 2026.
WESPAC Advisors SoCal bought 4,740 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $437K.
Avantis Emerging Markets Equity ETF made up 0.37% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #67 holding.
WESPAC Advisors SoCal first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 7 quarters since.
WESPAC Advisors SoCal's Avantis Emerging Markets Equity ETF position peaked at $2.15M in Q2 2023.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.