Evelyn Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Evelyn Partners’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	$17.2M	Buy	+178,307	New	+$16.4M	0.04%	65

Other funds holding AVEM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evelyn Partners's AVEM Position: Q2 2026 in Review

Evelyn Partners opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 178,307 shares worth $17.2M. The stake represents 0.04% of the portfolio and ranks #65 among its holdings.

973 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Evelyn Partners held 178,307 shares of Avantis Emerging Markets Equity ETF worth $17.2M as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Evelyn Partners position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.04% of Evelyn Partners's portfolio in Q2 2026, its #65 holding.
973 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.