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Gallagher Fiduciary Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gallagher Fiduciary 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 		– Sell
-5,109
Closed -$393K – 342
2025
Q4 		$393K Buy
5,109
+1,412
+38% +$108K 0.01% 231
2025
Q3 		$278K Buy
+3,697
New +$264K 0.01% 260

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gallagher Fiduciary Advisors's AVEM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026, closing a stake of 5,109 shares — an estimated $393K sold.

Gallagher Fiduciary Advisors first reported a position in AVEM in Q3 2025 and held it in 2 quarters. The position peaked at $393K in Q4 2025. 917 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Gallagher Fiduciary Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 5,109 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $393K.
  • Gallagher Fiduciary Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Avantis Emerging Markets Equity ETF position peaked at $393K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.