Betterment LLC
AVEM icon

Betterment LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Betterment LLC’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
Q1 		$2.59M Buy
32,188
+4,338
+16% +$360K ﹤0.01% 219
2025
Q4 		$2.15M Buy
27,850
+382
+1% +$29.2K ﹤0.01% 227
2025
Q3 		$2.06M Buy
27,468
+1,796
+7% +$128K ﹤0.01% 222
2025
Q2 		$1.76M Buy
25,672
+13,387
+109% +$843K ﹤0.01% 225
2025
Q1 		$739K Sell
12,285
-1,372
-10% -$82.5K ﹤0.01% 294
2024
Q4 		$803K Buy
13,657
+1,248
+10% +$77.7K ﹤0.01% 272
2024
Q3 		$802K Buy
12,409
+6,076
+96% +$372K ﹤0.01% 257
2024
Q2 		$387K Buy
+6,333
New +$380K ﹤0.01% 315

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Mercer Global Advisors
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Morgan Stanley
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Wells Fargo
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Ameriprise
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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return