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

Zhang Financial’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	$285K	Buy	2,957 +4	+0.1%	+$369	0.01%	340
2026 Q1	$238K	Sell	2,953 -413	-12%	-$34.3K	0.01%	337
2025 Q4	$259K	Hold	3,366	–	–	0.01%	294
2025 Q3	$253K	Hold	3,366	–	–	0.01%	278
2025 Q2	$231K	Sell	3,366 -333	-9%	-$21K	0.01%	270
2025 Q1	$223K	Hold	3,699	–	–	0.01%	276
2024 Q4	$217K	Buy	+3,699	New	+$230K	0.01%	276

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

Zhang Financial's AVEM Position: Q2 2026 in Review

Zhang Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.14% in Q2 2026, buying an estimated $369 and bringing the position to 2,957 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #340.

Zhang Financial first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Zhang Financial held 2,957 shares of Avantis Emerging Markets Equity ETF worth $285K as of Q2 2026.
Zhang Financial bought 4 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $369.
Avantis Emerging Markets Equity ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #340 holding.
Zhang Financial first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.