EH
AVEM icon

Equitable Holdings’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Equitable Holdings’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 		$21.5M Buy
222,716
+104,937
+89% +$9.68M 0.13% 157
2026
Q1 		$9.25M Buy
117,779
+72,474
+160% +$6.02M 0.06% 289
2025
Q4 		$3.49M Buy
45,305
+20,879
+85% +$1.6M 0.02% 478
2025
Q3 		$1.83M Buy
24,426
+1,756
+8% +$125K 0.01% 644
2025
Q2 		$1.55M Buy
22,670
+2,196
+11% +$138K 0.01% 658
2025
Q1 		$1.23M Buy
20,474
+139
+0.7% +$8.36K 0.01% 646
2024
Q4 		$1.2M Buy
20,335
+1,483
+8% +$92.3K 0.01% 629
2024
Q3 		$1.22M Buy
18,852
+3,555
+23% +$218K 0.01% 621
2024
Q2 		$934K Buy
15,297
+1,103
+8% +$66.1K 0.01% 664
2024
Q1 		$823K Buy
14,194
+4,957
+54% +$279K 0.01% 665
2023
Q4 		$521K Buy
+9,237
New +$497K 0.01% 767

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

Equitable Holdings's AVEM Position: Q2 2026 in Review

Equitable Holdings increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 89% in Q2 2026, buying an estimated $9.68M and bringing the position to 222,716 shares worth $21.5M. The position accounts for 0.13% of the portfolio, ranked #157.

Equitable Holdings first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Equitable Holdings held 222,716 shares of Avantis Emerging Markets Equity ETF worth $21.5M as of Q2 2026.
  • Equitable Holdings bought 104,937 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.68M.
  • Avantis Emerging Markets Equity ETF made up 0.13% of Equitable Holdings's portfolio in Q2 2026, its #157 holding.
  • Equitable Holdings first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.