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

AllGen Financial Advisors’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 Q1	$8.36M	Buy	103,775 +14,121	+16%	+$1.17M	1.98%	14
2025 Q4	$6.91M	Buy	89,654 +4,440	+5%	+$340K	1.64%	15
2025 Q3	$6.4M	Buy	85,214 +14,103	+20%	+$1.01M	1.57%	16
2025 Q2	$4.87M	Buy	+71,111	New	+$4.48M	1.31%	17

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AllGen Financial Advisors's AVEM Position: Q1 2026 in Review

AllGen Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 16% in Q1 2026, buying an estimated $1.17M and bringing the position to 103,775 shares worth $8.36M. The position accounts for 1.98% of the portfolio, ranked #14.

AllGen Financial Advisors first reported a position in AVEM in Q2 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

AllGen Financial Advisors held 103,775 shares of Avantis Emerging Markets Equity ETF worth $8.36M as of Q1 2026.
AllGen Financial Advisors bought 14,121 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.17M.
Avantis Emerging Markets Equity ETF made up 1.98% of AllGen Financial Advisors's portfolio in Q1 2026, its #14 holding.
AllGen Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.