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Clearstead Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Clearstead Advisors’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 		$115K Buy
+1,190
New +$110K ﹤0.01% 1246
2025
Q1 		– Sell
-38
Closed -$2.23K – 2209
2024
Q4 		$2.23K Buy
+38
New +$2.37K ﹤0.01% 1831

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

Clearstead Advisors's AVEM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 1,190 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AVEM as recently as Q4 2024.

Clearstead Advisors first reported a position in AVEM in Q4 2024 and has held it in 2 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Clearstead Advisors held 1,190 shares of Avantis Emerging Markets Equity ETF worth $115K as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Clearstead Advisors position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1246 holding.
  • Clearstead Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.