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B&D White Capital Company’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

B&D White Capital Company’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 		$20.8M Buy
258,639
+94,012
+57% +$7.81M 2.58% 12
2025
Q4 		$12.7M Buy
164,627
+58,214
+55% +$4.46M 1.47% 17
2025
Q3 		$7.99M Sell
106,413
-1,841
-2% -$132K 1.02% 29
2025
Q2 		$7.42M Sell
108,254
-4,607
-4% -$290K 1.13% 32
2025
Q1 		$6.79M Buy
112,861
+77,397
+218% +$4.65M 1% 27
2024
Q4 		$2.08M Buy
35,464
+3,829
+12% +$238K 0.35% 29
2024
Q3 		$2.04M Buy
31,635
+25,566
+421% +$1.57M 0.35% 32
2024
Q2 		$371K Sell
6,069
-222
-4% -$13.3K 0.08% 31
2024
Q1 		$365K Sell
6,291
-175
-3% -$9.84K 0.08% 42
2023
Q4 		$365K Buy
6,466
+98
+2% +$5.27K 0.11% 42
2023
Q3 		$336K Sell
6,368
-58,129
-90% -$3.16M 0.13% 45
2023
Q2 		$3.47M Buy
64,497
+726
+1% +$38.6K 1.2% 18
2023
Q1 		$3.37M Buy
63,771
+453
+0.7% +$24.1K 1.14% 17
2022
Q4 		$3.19M Buy
63,318
+51,184
+422% +$2.5M 0.8% 22
2022
Q3 		$557K Buy
12,134
+319
+3% +$16.2K 0.21% 46
2022
Q2 		$614K Buy
11,815
+676
+6% +$37.4K 0.26% 37
2022
Q1 		$660K Buy
11,139
+2,177
+24% +$134K 0.21% 42
2021
Q4 		$567K Sell
8,962
-89,569
-91% -$5.77M 0.19% 41
2021
Q3 		$6.36M Buy
98,531
+90,574
+1,138% +$6.01M 2.45% 13
2021
Q2 		$553K Buy
+7,957
New +$541K 0.25% 32

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

B&D White Capital Company's AVEM Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 57% in Q1 2026, buying an estimated $7.81M and bringing the position to 258,639 shares worth $20.8M. The position accounts for 2.58% of the portfolio, ranked #12.

B&D White Capital Company first reported a position in AVEM in Q2 2021 and has held it in 20 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • B&D White Capital Company held 258,639 shares of Avantis Emerging Markets Equity ETF worth $20.8M as of Q1 2026.
  • B&D White Capital Company bought 94,012 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $7.81M.
  • Avantis Emerging Markets Equity ETF made up 2.58% of B&D White Capital Company's portfolio in Q1 2026, its #12 holding.
  • B&D White Capital Company first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.