Callan Family Office’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Callan Family Office’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	$772K	Hold	9,585	–	–	0.02%	634
2025 Q4	$738K	Hold	9,585	–	–	0.02%	643
2025 Q3	$720K	Sell	9,585 -415	-4%	-$29.6K	0.02%	441
2025 Q2	$685K	Hold	10,000	–	–	0.02%	491
2025 Q1	$602K	Buy	+10,000	New	+$601K	0.05%	289

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

Callan Family Office's AVEM Position: Q1 2026 in Review

Callan Family Office held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q1 2026 at 9,585 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #634.

Callan Family Office first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Callan Family Office held 9,585 shares of Avantis Emerging Markets Equity ETF worth $772K as of Q1 2026.
Callan Family Office left its Avantis Emerging Markets Equity ETF share count unchanged in Q1 2026.
Avantis Emerging Markets Equity ETF made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #634 holding.
Callan Family Office first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.