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Global Retirement Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Global Retirement 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
Q2 		$4.29M Buy
+44,418
New +$4.1M 0.07% 273
2025
Q4 		$3.2M Buy
41,586
+9,535
+30% +$730K 0.06% 307
2025
Q3 		$2.41M Buy
32,051
+12,988
+68% +$928K 0.05% 314
2025
Q2 		$1.31M Buy
+19,063
New +$1.2M 0.03% 432
2024
Q4 		$3.96M Buy
67,286
+55,314
+462% +$3.44M 0.11% 178
2024
Q3 		$773K Buy
11,972
+6,632
+124% +$406K 0.02% 512
2024
Q2 		$326K Buy
5,340
+4,858
+1,008% +$291K 0.01% 712
2024
Q1 		$27.9K Buy
+482
New +$27.1K ﹤0.01% 1667

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Global Retirement Partners's AVEM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 44,418 shares worth $4.29M. The stake represents 0.07% of the portfolio and ranks #273 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVEM as recently as Q4 2025.

Global Retirement Partners first reported a position in AVEM in Q1 2024 and has held it in 8 quarters since. 1,005 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Global Retirement Partners held 44,418 shares of Avantis Emerging Markets Equity ETF worth $4.29M as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #273 holding.
  • Global Retirement Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.