Beacon Pointe Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Beacon Pointe Advisors’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	$41.4M	Sell	429,143 -24,473	-5%	-$2.26M	0.19%	114
2026 Q1	$36.6M	Sell	453,616 -10,781	-2%	-$895K	0.19%	119
2025 Q4	$35.8M	Buy	464,397 +29,056	+7%	+$2.22M	0.25%	89
2025 Q3	$32.7M	Buy	435,341 +429,634	+7,528%	+$30.7M	0.28%	79
2025 Q2	$391K	Buy	+5,707	New	+$359K	﹤0.01%	963
2024 Q3	–	Sell	-4,027	Closed	-$246K	–	1231
2024 Q2	$246K	Hold	4,027	–	–	﹤0.01%	1119
2024 Q1	$233K	Hold	4,027	–	–	﹤0.01%	1200
2023 Q4	$227K	Buy	+4,027	New	+$217K	﹤0.01%	1172

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

Beacon Pointe Advisors's AVEM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.4% in Q2 2026, selling an estimated $2.26M and leaving 429,143 shares worth $41.4M. The position accounts for 0.19% of the portfolio, ranked #114.

Beacon Pointe Advisors first reported a position in AVEM in Q4 2023 and has held it in 8 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Beacon Pointe Advisors held 429,143 shares of Avantis Emerging Markets Equity ETF worth $41.4M as of Q2 2026.
Beacon Pointe Advisors sold 24,473 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.26M.
Avantis Emerging Markets Equity ETF made up 0.19% of Beacon Pointe Advisors's portfolio in Q2 2026, its #114 holding.
Beacon Pointe Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 8 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.