Great Diamond Partners
AVEM icon

Great Diamond Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Great Diamond 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
Q3 		$12.7M Buy
135,236
+1,744
+1% +$162K 2.14% 6
2026
Q2 		$12.9M Buy
133,492
+1,464
+1% +$135K 2.21% 5
2026
Q1 		$10.6M Buy
132,028
+15,590
+13% +$1.29M 2.05% 7
2025
Q4 		$8.97M Buy
+116,438
New +$8.91M 1.73% 11

Other funds holding AVEM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Great Diamond Partners's AVEM Position: Q3 2026 in Review

Great Diamond Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.3% in Q3 2026, buying an estimated $162K and bringing the position to 135,236 shares worth $12.7M. The position accounts for 2.14% of the portfolio, ranked #6.

Great Diamond Partners first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.9M in Q2 2026. 483 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Great Diamond Partners held 135,236 shares of Avantis Emerging Markets Equity ETF worth $12.7M as of Q3 2026.
  • Great Diamond Partners bought 1,744 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $162K.
  • Avantis Emerging Markets Equity ETF made up 2.14% of Great Diamond Partners's portfolio in Q3 2026, its #6 holding.
  • Great Diamond Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Great Diamond Partners's Avantis Emerging Markets Equity ETF position peaked at $12.9M in Q2 2026.
  • 483 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.