XY Planning Network’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

XY Planning Network’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	$5.47M	Buy	56,733 +19,758	+53%	+$1.82M	0.69%	33
2026 Q1	$3.01M	Buy	36,975 +13,990	+61%	+$1.16M	0.48%	51
2025 Q4	$1.77M	Buy	22,985 +15,240	+197%	+$1.17M	0.31%	82
2025 Q3	$531K	Hold	7,745	–	–	0.18%	104
2025 Q2	$531K	Buy	7,745 +3,663	+90%	+$231K	0.18%	104
2025 Q1	$246K	Buy	4,082 +654	+19%	+$39.3K	0.16%	94
2024 Q4	$202K	Buy	+3,428	New	+$213K	0.15%	92

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return