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

Bessemer 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	$124K	Buy	1,291 +1,251	+3,128%	+$115K	﹤0.01%	1470
2026 Q1	$3K	Sell	40 -11,790	-100%	-$979K	﹤0.01%	2304
2025 Q4	$911K	Buy	11,830 +11,805	+47,220%	+$904K	﹤0.01%	976
2025 Q3	$2K	Sell	25 -309	-93%	-$22.1K	﹤0.01%	2292
2025 Q2	$23K	Buy	+334	New	+$21K	﹤0.01%	1528
2025 Q1	–	Sell	-1,231	Closed	-$73K	–	2440
2024 Q4	$73K	Sell	1,231 -15,814	-93%	-$984K	﹤0.01%	1232
2024 Q3	$1.1M	Buy	17,045 +15,859	+1,337%	+$971K	﹤0.01%	761
2024 Q2	$72K	Hold	1,186	–	–	﹤0.01%	1216
2024 Q1	$69K	Buy	+1,186	New	+$66.7K	﹤0.01%	1239
2022 Q4	–	Sell	-159	Closed	-$7K	–	1878
2022 Q3	$7K	Hold	159	–	–	﹤0.01%	1615
2022 Q2	$8K	Hold	159	–	–	﹤0.01%	1413
2022 Q1	$9K	Sell	159 -1	-0.6%	-$61	﹤0.01%	1398
2021 Q4	$10K	Buy	+160	New	+$10.3K	﹤0.01%	1415

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

Bessemer Group's AVEM Position: Q2 2026 in Review

Bessemer Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3,128% in Q2 2026, buying an estimated $115K and bringing the position to 1,291 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Bessemer Group first reported a position in AVEM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Bessemer Group held 1,291 shares of Avantis Emerging Markets Equity ETF worth $124K as of Q2 2026.
Bessemer Group bought 1,251 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $115K.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1470 holding.
Bessemer Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 13 quarters since.
Bessemer Group's Avantis Emerging Markets Equity ETF position peaked at $1.1M in Q3 2024.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.