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

Gen-Wealth Partners’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 		$3.2M Buy
39,677
+2,575
+7% +$214K 1.01% 19
2025
Q4 		$2.86M Buy
37,102
+20,139
+119% +$1.54M 0.92% 20
2025
Q3 		$1.27M Buy
+16,963
New +$1.21M 0.43% 55

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $208B AUM 16.12% 1-Year Est. Return

Gen-Wealth Partners's AVEM Position: Q1 2026 in Review

Gen-Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.9% in Q1 2026, buying an estimated $214K and bringing the position to 39,677 shares worth $3.2M. The position accounts for 1.01% of the portfolio, ranked #19.

Gen-Wealth Partners first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Gen-Wealth Partners held 39,677 shares of Avantis Emerging Markets Equity ETF worth $3.2M as of Q1 2026.
  • Gen-Wealth Partners bought 2,575 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $214K.
  • Avantis Emerging Markets Equity ETF made up 1.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Gen-Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.