FineMark National Bank & Trust’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$3.24M	Buy	42,077 +25,919	+160%	+$1.98M	0.1%	147
2025 Q3	$1.21M	Buy	+16,158	New	+$1.15M	0.04%	212
2024 Q4	–	Sell	-3,828	Closed	-$247K	–	435
2024 Q3	$247K	Buy	+3,828	New	+$234K	0.01%	375

Other funds holding AVEM

Align Financial Hermantown, Minnesota $176M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FineMark National Bank & Trust's AVEM Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 160% in Q4 2025, buying an estimated $1.98M and bringing the position to 42,077 shares worth $3.24M. The position accounts for 0.1% of the portfolio, ranked #147.

FineMark National Bank & Trust first reported a position in AVEM in Q3 2024 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

FineMark National Bank & Trust held 42,077 shares of Avantis Emerging Markets Equity ETF worth $3.24M as of Q4 2025.
FineMark National Bank & Trust bought 25,919 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $1.98M.
Avantis Emerging Markets Equity ETF made up 0.1% of FineMark National Bank & Trust's portfolio in Q4 2025, its #147 holding.
FineMark National Bank & Trust first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 3 quarters since.
798 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.