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BankPlus Trust Department’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BankPlus Trust Department’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
Q4 		– Sell
-86
Closed -$6.46K – 460
2025
Q3 		$6.46K Buy
+86
New +$6.14K ﹤0.01% 383

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BankPlus Trust Department's AVEM Position: Q4 2025 in Review

BankPlus Trust Department sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 86 shares — an estimated $6.46K sold.

BankPlus Trust Department first reported a position in AVEM in Q3 2025 and held it in 1 quarter. The position peaked at $6.46K in Q3 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • BankPlus Trust Department reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • BankPlus Trust Department sold 86 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $6.46K.
  • BankPlus Trust Department first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • BankPlus Trust Department's Avantis Emerging Markets Equity ETF position peaked at $6.46K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on BankPlus Trust Department's 13F filing for Q4 2025, filed 27 Jan 2026.