Beverly Hills Private Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Beverly Hills Private Wealth’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	$337K	Sell	3,492 -100	-3%	-$9.22K	0.06%	184
2026 Q1	$289K	Sell	3,592 -111	-3%	-$9.22K	0.05%	273
2025 Q4	$285K	Sell	3,703 -184	-5%	-$14.1K	0.05%	266
2025 Q3	$292K	Sell	3,887 -91	-2%	-$6.5K	0.05%	274
2025 Q2	$273K	Sell	3,978 -361	-8%	-$22.7K	0.05%	279
2025 Q1	$261K	Sell	4,339 -42	-1%	-$2.52K	0.05%	292
2024 Q4	$258K	Buy	4,381 +483	+12%	+$30.1K	0.05%	288
2024 Q3	$252K	Buy	+3,898	New	+$239K	0.05%	296

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

Beverly Hills Private Wealth's AVEM Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.8% in Q2 2026, selling an estimated $9.22K and leaving 3,492 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #184.

Beverly Hills Private Wealth first reported a position in AVEM in Q3 2024 and has held it in 8 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Beverly Hills Private Wealth held 3,492 shares of Avantis Emerging Markets Equity ETF worth $337K as of Q2 2026.
Beverly Hills Private Wealth sold 100 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.22K.
Avantis Emerging Markets Equity ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #184 holding.
Beverly Hills Private Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.