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

Focus Partners Wealth’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 Q1	$147M	Sell	1,712,397 -25,942	-1%	-$2.15M	0.16%	136
2025 Q4	$134M	Sell	1,738,339 -1,664	-0.1%	-$127K	0.15%	134
2025 Q3	$131M	Buy	1,740,003 +34,748	+2%	+$2.48M	0.21%	86
2025 Q2	$117M	Buy	1,705,255 +1,189,791	+231%	+$74.9M	0.25%	80
2025 Q1	$31M	Buy	515,464 +138,811	+37%	+$8.35M	0.08%	244
2024 Q4	$22.1M	Buy	376,653 +45,740	+14%	+$2.85M	0.06%	304
2024 Q3	$21.4M	Buy	+330,913	New	+$20.3M	0.07%	276
2024 Q1	–	Sell	-3,736	Closed	-$211K	–	983
2023 Q4	$211K	Buy	+3,736	New	+$201K	﹤0.01%	748

Other funds holding AVEM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Focus Partners Wealth's AVEM Position: Q1 2026 in Review

Focus Partners Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.5% in Q1 2026, selling an estimated $2.15M and leaving 1,712,397 shares worth $147M. The position accounts for 0.16% of the portfolio, ranked #136.

Focus Partners Wealth first reported a position in AVEM in Q4 2023 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Focus Partners Wealth held 1,712,397 shares of Avantis Emerging Markets Equity ETF worth $147M as of Q1 2026.
Focus Partners Wealth sold 25,942 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.15M.
Avantis Emerging Markets Equity ETF made up 0.16% of Focus Partners Wealth's portfolio in Q1 2026, its #136 holding.
Focus Partners Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.