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

Atria Wealth Solutions’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	-7,591	Closed	-$457K	–	1486
2025 Q1	$457K	Sell	7,591 -940	-11%	-$56.5K	0.01%	1248
2024 Q4	$502K	Sell	8,531 -3,834	-31%	-$239K	0.01%	1281
2024 Q3	$799K	Sell	12,365 -2,938	-19%	-$180K	0.01%	1009
2024 Q2	$935K	Sell	15,303 -356	-2%	-$21.3K	0.01%	922
2024 Q1	$908K	Buy	15,659 +4,508	+40%	+$253K	0.01%	954
2023 Q4	$629K	Buy	11,151 +2,704	+32%	+$145K	0.01%	1093
2023 Q3	$446K	Buy	+8,447	New	+$459K	0.01%	1182

Other funds holding AVEM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Atria Wealth Solutions's AVEM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2025, closing a stake of 7,591 shares — an estimated $457K sold.

Atria Wealth Solutions first reported a position in AVEM in Q3 2023 and held it in 7 quarters. The position peaked at $935K in Q2 2024. 582 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

Atria Wealth Solutions reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 7,591 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $457K.
Atria Wealth Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Avantis Emerging Markets Equity ETF position peaked at $935K in Q2 2024.
582 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.