BOK Financial Private Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BOK Financial 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 Q1	$1.65M	Buy	20,456 +4,118	+25%	+$342K	0.1%	70
2025 Q4	$1.26M	Buy	16,338 +5,252	+47%	+$402K	0.08%	78
2025 Q3	$833K	Buy	+11,086	New	+$792K	0.05%	98

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BOK Financial Private Wealth's AVEM Position: Q1 2026 in Review

BOK Financial Private Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 25% in Q1 2026, buying an estimated $342K and bringing the position to 20,456 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #70.

BOK Financial Private Wealth first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

BOK Financial Private Wealth held 20,456 shares of Avantis Emerging Markets Equity ETF worth $1.65M as of Q1 2026.
BOK Financial Private Wealth bought 4,118 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $342K.
Avantis Emerging Markets Equity ETF made up 0.1% of BOK Financial Private Wealth's portfolio in Q1 2026, its #70 holding.
BOK Financial Private Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.