Barrett & Company’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Barrett & 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 Q2	$43.1K	Buy	+447	New	+$41.2K	0.01%	335

Other funds holding AVEM

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Barrett & Company's AVEM Position: Q2 2026 in Review

Barrett & Company opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 447 shares worth $43.1K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Barrett & Company held 447 shares of Avantis Emerging Markets Equity ETF worth $43.1K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Barrett & Company position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #335 holding.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.