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Angeles Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Angeles Wealth Management’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
2025
Q2 		– Sell
-305
Closed -$18.4K – 430
2025
Q1 		$18.4K Sell
305
-3,343
-92% -$201K ﹤0.01% 353
2024
Q4 		$214K Hold
3,648
– – 0.02% 280
2024
Q3 		$236K Buy
3,648
+3,417
+1,479% +$209K 0.02% 244
2024
Q2 		$14.1K Hold
231
– – ﹤0.01% 282
2024
Q1 		$13.4K Buy
+231
New +$13K ﹤0.01% 276

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Angeles Wealth Management's AVEM Position: Q2 2025 in Review

Angeles Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2025, closing a stake of 305 shares — an estimated $18.4K sold.

Angeles Wealth Management first reported a position in AVEM in Q1 2024 and held it in 5 quarters. The position peaked at $236K in Q3 2024. 580 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Angeles Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 305 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $18.4K.
  • Angeles Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and held it in 5 quarters.
  • Angeles Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $236K in Q3 2024.
  • 580 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.