WI
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WJ Interests’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

WJ Interests’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 		$20.3M Sell
210,237
-47,944
-19% -$4.42M 7.82% 4
2026
Q1 		$20.8M Buy
258,181
+7,378
+3% +$613K 7.99% 6
2025
Q4 		$19.3M Sell
250,803
-19,912
-7% -$1.52M 8.31% 6
2025
Q3 		$20.3M Sell
270,715
-22,829
-8% -$1.63M 8.21% 6
2025
Q2 		$20.1M Buy
293,544
+297
+0.1% +$18.7K 8.61% 5
2025
Q1 		$17.6M Sell
293,247
-583
-0.2% -$35.1K 8.21% 5
2024
Q4 		$17.3M Buy
293,830
+10,631
+4% +$662K 8.33% 6
2024
Q3 		$18.3M Buy
283,199
+11,221
+4% +$687K 8.07% 5
2024
Q2 		$16.6M Buy
271,978
+10,232
+4% +$613K 8.27% 5
2024
Q1 		$15.2M Buy
261,746
+10,461
+4% +$588K 8% 5
2023
Q4 		$14.2M Buy
251,285
+12,848
+5% +$691K 8.94% 5
2023
Q3 		$12.6M Buy
238,437
+2,986
+1% +$162K 8.76% 5
2023
Q2 		$13.1M Sell
235,451
-2,690
-1% -$143K 8.61% 5
2023
Q1 		$12.7M Buy
238,141
+17,946
+8% +$953K 8.78% 5
2022
Q4 		$11.1M Sell
220,195
-616
-0.3% -$30.1K 9.22% 5
2022
Q3 		$10.1M Buy
220,811
+87,534
+66% +$4.46M 9.05% 5
2022
Q2 		$6.93M Buy
+133,277
New +$7.38M 5.35% 7

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WJ Interests's AVEM Position: Q2 2026 in Review

WJ Interests reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q2 2026, selling an estimated $4.42M and leaving 210,237 shares worth $20.3M. The position accounts for 7.82% of the portfolio, ranked #4.

WJ Interests first reported a position in AVEM in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.8M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • WJ Interests held 210,237 shares of Avantis Emerging Markets Equity ETF worth $20.3M as of Q2 2026.
  • WJ Interests sold 47,944 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.42M.
  • Avantis Emerging Markets Equity ETF made up 7.82% of WJ Interests's portfolio in Q2 2026, its #4 holding.
  • WJ Interests first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • WJ Interests's Avantis Emerging Markets Equity ETF position peaked at $20.8M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.