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Beacon Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Beacon Financial Group’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 		– Sell
-2,937
Closed -$237K – 378
2026
Q1 		$237K Sell
2,937
-65
-2% -$5.4K 0.02% 322
2025
Q4 		$231K Buy
+3,002
New +$230K 0.02% 320

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Beacon Financial Group's AVEM Position: Q2 2026 in Review

Beacon Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026, closing a stake of 2,937 shares — an estimated $237K sold.

Beacon Financial Group first reported a position in AVEM in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Beacon Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Group sold 2,937 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $237K.
  • Beacon Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and held it in 2 quarters.
  • Beacon Financial Group's Avantis Emerging Markets Equity ETF position peaked at $237K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.