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Beacon Capital Management LLC (Tennessee)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-355
Closed -$24.3K – 191
2025
Q2 		$24.3K Buy
355
+4
+1% +$252 ﹤0.01% 476
2025
Q1 		$21.1K Hold
351
– – ﹤0.01% 472
2024
Q4 		$20.7K Buy
351
+7
+2% +$436 ﹤0.01% 467
2024
Q3 		$22.2K Buy
+344
New +$21.1K ﹤0.01% 472

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SC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AVEM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2025, closing a stake of 355 shares — an estimated $24.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AVEM in Q3 2024 and held it in 4 quarters. The position peaked at $24.3K in Q2 2025. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 355 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $24.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Avantis Emerging Markets Equity ETF position peaked at $24.3K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.