BTI
AVEM icon

Blue Trust Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Blue Trust Inc’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 		$20.3K Sell
210
-602
-74% -$55.5K ﹤0.01% 1650
2026
Q1 		$65.5K Buy
812
+377
+87% +$31.3K ﹤0.01% 1214
2025
Q4 		$33.5K Sell
435
-345
-44% -$26.4K ﹤0.01% 1496
2025
Q3 		$58.6K Buy
780
+588
+306% +$42K ﹤0.01% 1333
2025
Q2 		$13.2K Buy
192
+18
+10% +$1.13K ﹤0.01% 1811
2025
Q1 		$10.5K Hold
174
– – ﹤0.01% 1873
2024
Q4 		$10.2K Sell
174
-488
-74% -$30.4K ﹤0.01% 1840
2024
Q3 		$40.4K Buy
662
+88
+15% +$5.39K ﹤0.01% 1652
2024
Q2 		$33.3K Hold
574
– – ﹤0.01% 1441
2024
Q1 		$33.3K Sell
574
-73
-11% -$4.1K ﹤0.01% 1062
2023
Q4 		$34K Buy
647
+73
+13% +$3.93K ﹤0.01% 1078
2023
Q3 		$31K Hold
574
– – ﹤0.01% 1019
2023
Q2 		$30K Buy
+574
New +$30.5K ﹤0.01% 885

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

Blue Trust Inc's AVEM Position: Q2 2026 in Review

Blue Trust Inc reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 74% in Q2 2026, selling an estimated $55.5K and leaving 210 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Blue Trust Inc first reported a position in AVEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $65.5K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Blue Trust Inc held 210 shares of Avantis Emerging Markets Equity ETF worth $20.3K as of Q2 2026.
  • Blue Trust Inc sold 602 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $55.5K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1650 holding.
  • Blue Trust Inc first reported a position in Avantis Emerging Markets Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • Blue Trust Inc's Avantis Emerging Markets Equity ETF position peaked at $65.5K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.