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Atria Investments’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Atria Investments’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 		$2.44M Sell
25,281
-7,606
-23% -$701K 0.02% 667
2026
Q1 		$2.65M Sell
32,887
-11,808
-26% -$981K 0.03% 584
2025
Q4 		$3.44M Buy
44,695
+22,636
+103% +$1.73M 0.04% 506
2025
Q3 		$1.66M Buy
22,059
+6,104
+38% +$436K 0.02% 797
2025
Q2 		$1.09M Sell
15,955
-25,159
-61% -$1.58M 0.01% 984
2025
Q1 		$2.47M Buy
41,114
+5,454
+15% +$328K 0.03% 621
2024
Q4 		$2.1M Buy
35,660
+1,625
+5% +$101K 0.03% 663
2024
Q3 		$2.2M Buy
34,035
+1,296
+4% +$79.3K 0.03% 630
2024
Q2 		$2M Buy
32,739
+1,588
+5% +$95.2K 0.03% 640
2024
Q1 		$1.81M Buy
31,151
+884
+3% +$49.7K 0.02% 701
2023
Q4 		$1.71M Buy
30,267
+2,940
+11% +$158K 0.03% 661
2023
Q3 		$1.44M Sell
27,327
-7,724
-22% -$420K 0.03% 697
2023
Q2 		$1.89M Buy
35,051
+4,993
+17% +$266K 0.03% 577
2023
Q1 		$1.59M Buy
30,058
+6,572
+28% +$349K 0.03% 624
2022
Q4 		$1.18M Buy
23,486
+1,628
+7% +$79.6K 0.02% 699
2022
Q3 		$1M Buy
21,858
+1,945
+10% +$99K 0.02% 731
2022
Q2 		$1.04M Buy
19,913
+2,309
+13% +$128K 0.02% 740
2022
Q1 		$1.04M Sell
17,604
-6,876
-28% -$422K 0.02% 838
2021
Q4 		$1.55M Buy
24,480
+2,529
+12% +$163K 0.03% 662
2021
Q3 		$1.42M Buy
21,951
+144
+0.7% +$9.55K 0.03% 661
2021
Q2 		$1.52M Buy
21,807
+718
+3% +$48.8K 0.03% 611
2021
Q1 		$1.39M Sell
21,089
-85
-0.4% -$5.61K 0.03% 587
2020
Q4 		$1.31M Sell
21,174
-3,492
-14% -$198K 0.03% 574
2020
Q3 		$1.28M Buy
+24,666
New +$1.28M 0.04% 482
2020
Q2 		– Sell
-13,743
Closed -$546K – 539
2020
Q1 		$546K Buy
+13,743
New +$682K 0.04% 333

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

Atria Investments's AVEM Position: Q2 2026 in Review

Atria Investments reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 23% in Q2 2026, selling an estimated $701K and leaving 25,281 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #667.

Atria Investments first reported a position in AVEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.44M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Atria Investments held 25,281 shares of Avantis Emerging Markets Equity ETF worth $2.44M as of Q2 2026.
  • Atria Investments sold 7,606 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $701K.
  • Avantis Emerging Markets Equity ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #667 holding.
  • Atria Investments first reported a position in Avantis Emerging Markets Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Atria Investments's Avantis Emerging Markets Equity ETF position peaked at $3.44M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.