Congress Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.4M Buy
1,319,578
+15,667
+1% +$987K 0.88% 12
2025
Q1
$78.5M Sell
1,303,911
-15,832
-1% -$952K 0.94% 12
2024
Q4
$77.6M Sell
1,319,743
-1,890
-0.1% -$118K 1.07% 12
2024
Q3
$85.4M Sell
1,321,633
-136
-0% -$8.32K 1.14% 11
2024
Q2
$80.7M Buy
1,321,769
+180,067
+16% +$10.8M 1.28% 13
2024
Q1
$66.2M Sell
1,141,702
-281,039
-20% -$15.8M 1.14% 16
2023
Q4
$80.2M Sell
1,422,741
-2,050
-0.1% -$110K 1.47% 10
2023
Q3
$75.2M Buy
1,424,791
+293,898
+26% +$16M 1.55% 9
2023
Q2
$60.9M Buy
1,130,893
+15,772
+1% +$839K 1.41% 13
2023
Q1
$59M Buy
1,115,121
+507,817
+84% +$27M 1.42% 13
2022
Q4
$30.6M Buy
607,304
+292,128
+93% +$14.3M 0.79% 23
2022
Q3
$14.5M Buy
315,176
+4,647
+1% +$237K 0.39% 56
2022
Q2
$16.2M Buy
310,529
+3,553
+1% +$197K 0.41% 58
2022
Q1
$18.2M Buy
+306,976
New +$18.8M 0.4% 61

Other funds holding AVEM

Congress Wealth Management's AVEM Position: Q2 2025 in Review

Congress Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.2% in Q2 2025, buying an estimated $987K and bringing the position to 1,319,578 shares worth $90.4M. The position accounts for 0.88% of the portfolio, ranked #12.

Congress Wealth Management first reported a position in AVEM in Q1 2022 and has held it in 14 quarters since. 582 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Congress Wealth Management held 1,319,578 shares of Avantis Emerging Markets Equity ETF worth $90.4M as of Q2 2025.
  • Congress Wealth Management bought 15,667 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $987K.
  • Avantis Emerging Markets Equity ETF made up 0.88% of Congress Wealth Management's portfolio in Q2 2025, its #12 holding.
  • Congress Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 14 quarters since.
  • 582 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.