Evelyn Partners Asset 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
2026
Q1
$9.2M Buy
114,201
+13,463
+13% +$1.12M 2.27% 13
2025
Q4
$7.76M Buy
100,738
+100,524
+46,974% +$7.7M 1.82% 19
2025
Q3
$16.1K Buy
+214
New +$15.3K ﹤0.01% 202

Other funds holding AVEM

Evelyn Partners Asset Management's AVEM Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 13% in Q1 2026, buying an estimated $1.12M and bringing the position to 114,201 shares worth $9.2M. The position accounts for 2.27% of the portfolio, ranked #13.

Evelyn Partners Asset Management first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 918 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Evelyn Partners Asset Management held 114,201 shares of Avantis Emerging Markets Equity ETF worth $9.2M as of Q1 2026.
  • Evelyn Partners Asset Management bought 13,463 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.12M.
  • Avantis Emerging Markets Equity ETF made up 2.27% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #13 holding.
  • Evelyn Partners Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 918 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.