AWM
AVEM icon

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

Axxcess 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
2026
Q1 		– Sell
-73,039
Closed -$5.63M – 414
2025
Q4 		$5.63M Buy
73,039
+32,649
+81% +$2.5M 0.1% 189
2025
Q3 		$3.03M Buy
40,390
+2,905
+8% +$208K 0.06% 237
2025
Q2 		$2.57M Buy
37,485
+2,610
+7% +$164K 0.06% 248
2025
Q1 		$2.1M Buy
34,875
+1,034
+3% +$62.2K 0.06% 258
2024
Q4 		$1.99M Buy
33,841
+2,660
+9% +$166K 0.05% 273
2024
Q3 		$2.01M Buy
31,181
+11,243
+56% +$688K 0.05% 264
2024
Q2 		$1.22M Buy
19,938
+16,325
+452% +$979K 0.03% 336
2024
Q1 		$209K Buy
+3,613
New +$203K 0.01% 802
2023
Q2 		– Sell
-4,027
Closed -$213K – 595
2023
Q1 		$213K Buy
+4,027
New +$214K 0.02% 572

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return