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Eastern Bank’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Eastern Bank’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
Q3 		– Sell
-8
Closed -$772 – 1111
2026
Q2 		$772 Sell
8
-38
-83% -$3.5K ﹤0.01% 1007
2026
Q1 		$3.71K Hold
46
– – ﹤0.01% 959
2025
Q4 		$3.54K Buy
+46
New +$3.52K ﹤0.01% 990

Other funds holding AVEM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Eastern Bank's AVEM Position: Q3 2026 in Review

Eastern Bank sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2026, closing a stake of 8 shares — an estimated $772 sold.

Eastern Bank first reported a position in AVEM in Q4 2025 and held it in 3 quarters. The position peaked at $3.71K in Q1 2026. 54 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Eastern Bank reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Eastern Bank sold 8 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $772.
  • Eastern Bank first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and held it in 3 quarters.
  • Eastern Bank's Avantis Emerging Markets Equity ETF position peaked at $3.71K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.