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Exeter Financial’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Exeter Financial’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 		$263K Hold
2,802
– – 0.1% 94
2026
Q2 		$270K Hold
2,802
– – 0.1% 89
2026
Q1 		$226K Hold
2,802
– – 0.09% 93
2025
Q4 		$216K Buy
+2,802
New +$214K 0.09% 93

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

Exeter Financial's AVEM Position: Q3 2026 in Review

Exeter Financial held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q3 2026 at 2,802 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #94.

Exeter Financial first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $270K in Q2 2026. 54 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Exeter Financial held 2,802 shares of Avantis Emerging Markets Equity ETF worth $263K as of Q3 2026.
  • Exeter Financial left its Avantis Emerging Markets Equity ETF share count unchanged in Q3 2026.
  • Avantis Emerging Markets Equity ETF made up 0.1% of Exeter Financial's portfolio in Q3 2026, its #94 holding.
  • Exeter Financial first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Exeter Financial's Avantis Emerging Markets Equity ETF position peaked at $270K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.