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Consolidated Portfolio Review Corp’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-5,279
Closed -$397K – 58
2025
Q3 		$397K Buy
5,279
+181
+4% +$12.9K 0.05% 311
2025
Q2 		$349K Buy
5,098
+125
+3% +$7.87K 0.05% 320
2025
Q1 		$299K Sell
4,973
-37
-0.7% -$2.23K 0.05% 300
2024
Q4 		$295K Buy
+5,010
New +$312K 0.05% 303

Other funds holding AVEM

AF
Align Financial Hermantown, Minnesota $202M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Consolidated Portfolio Review Corp's AVEM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 5,279 shares — an estimated $397K sold.

Consolidated Portfolio Review Corp first reported a position in AVEM in Q4 2024 and held it in 4 quarters. The position peaked at $397K in Q3 2025. 798 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,279 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $397K.
  • Consolidated Portfolio Review Corp first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Avantis Emerging Markets Equity ETF position peaked at $397K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.