Fortis Group Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Fortis Group Advisors’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	$1.26M	Buy	13,894 +205	+1%	+$17K	0.21%	121
2025 Q4	$1.14M	Sell	13,689 -154	-1%	-$11.8K	0.19%	134
2025 Q3	$1.07M	Buy	13,843 +2,710	+24%	+$194K	0.18%	115
2025 Q2	$770K	Buy	11,133 +568	+5%	+$35.8K	0.14%	132
2025 Q1	$636K	Buy	+10,565	New	+$635K	0.12%	128

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

Fortis Group Advisors's AVEM Position: Q1 2026 in Review

Fortis Group Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.5% in Q1 2026, buying an estimated $17K and bringing the position to 13,894 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #121.

Fortis Group Advisors first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Fortis Group Advisors held 13,894 shares of Avantis Emerging Markets Equity ETF worth $1.26M as of Q1 2026.
Fortis Group Advisors bought 205 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $17K.
Avantis Emerging Markets Equity ETF made up 0.21% of Fortis Group Advisors's portfolio in Q1 2026, its #121 holding.
Fortis Group Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.