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Chicago Partners Investment Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Chicago Partners Investment Group’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 		$5.42M Buy
60,302
+67
+0.1% +$5.56K 0.12% 151
2025
Q4 		$4.99M Sell
60,235
-709
-1% -$54.3K 0.12% 158
2025
Q3 		$4.75M Sell
60,944
-9,595
-14% -$685K 0.12% 158
2025
Q2 		$5.01M Sell
70,539
-1,237
-2% -$77.9K 0.14% 145
2025
Q1 		$4.44M Sell
71,776
-11,051
-13% -$664K 0.15% 138
2024
Q4 		$4.87M Buy
82,827
+4,608
+6% +$287K 0.16% 125
2024
Q3 		$4.97M Buy
78,219
+1,240
+2% +$75.9K 0.18% 116
2024
Q2 		$4.61M Sell
76,979
-604
-0.8% -$36.2K 0.18% 120
2024
Q1 		$4.46M Buy
77,583
+663
+0.9% +$37.3K 0.19% 116
2023
Q4 		$4.2M Buy
76,920
+5,092
+7% +$274K 0.19% 113
2023
Q3 		$3.68M Sell
71,828
-15,611
-18% -$848K 0.2% 108
2023
Q2 		$4.82M Buy
87,439
+3,405
+4% +$181K 0.25% 92
2023
Q1 		$4.41M Buy
84,034
+5,070
+6% +$269K 0.26% 92
2022
Q4 		$4.26M Buy
78,964
+17,329
+28% +$847K 0.26% 91
2022
Q3 		$2.96M Buy
61,635
+29,644
+93% +$1.51M 0.21% 107
2022
Q2 		$1.66M Buy
31,991
+5,495
+21% +$304K 0.12% 157
2022
Q1 		$1.42M Buy
26,496
+5,209
+24% +$320K 0.11% 165
2021
Q4 		$1.33M Buy
21,287
+12,166
+133% +$783K 0.09% 180
2021
Q3 		$601K Buy
9,121
+1,000
+12% +$66.3K 0.04% 302
2021
Q2 		$535K Buy
8,121
+208
+3% +$14.1K 0.04% 317
2021
Q1 		$540K Buy
7,913
+1,506
+24% +$99.4K 0.04% 298
2020
Q4 		$425K Sell
6,407
-60
-0.9% -$3.4K 0.04% 308
2020
Q3 		$344K Buy
+6,467
New +$335K 0.04% 291

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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

Chicago Partners Investment Group's AVEM Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.11% in Q1 2026, buying an estimated $5.56K and bringing the position to 60,302 shares worth $5.42M. The position accounts for 0.12% of the portfolio, ranked #151.

Chicago Partners Investment Group first reported a position in AVEM in Q3 2020 and has held it in 23 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Chicago Partners Investment Group held 60,302 shares of Avantis Emerging Markets Equity ETF worth $5.42M as of Q1 2026.
  • Chicago Partners Investment Group bought 67 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $5.56K.
  • Avantis Emerging Markets Equity ETF made up 0.12% of Chicago Partners Investment Group's portfolio in Q1 2026, its #151 holding.
  • Chicago Partners Investment Group first reported a position in Avantis Emerging Markets Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.