Grove Bank & Trust’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Grove Bank & Trust’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	$7.56M	Buy	78,354 +1,172	+2%	+$108K	0.75%	36
2026 Q1	$6.22M	Buy	77,182 +7,398	+11%	+$614K	0.7%	40
2025 Q4	$5.37M	Buy	69,784 +4,409	+7%	+$338K	0.6%	42
2025 Q3	$4.91M	Buy	65,375 +10,411	+19%	+$744K	0.57%	45
2025 Q2	$3.77M	Buy	54,964 +23,562	+75%	+$1.48M	0.47%	47
2025 Q1	$1.89M	Sell	31,402 -127	-0.4%	-$7.64K	0.25%	73
2024 Q4	$1.85M	Buy	31,529 +2,599	+9%	+$162K	0.26%	68
2024 Q3	$1.87M	Buy	28,930 +402	+1%	+$24.6K	0.28%	66
2024 Q2	$1.74M	Buy	28,528 +2,207	+8%	+$132K	0.28%	67
2024 Q1	$1.53M	Hold	26,321	–	–	0.26%	68
2023 Q4	$1.48M	Buy	26,321 +6,645	+34%	+$358K	0.27%	69
2023 Q3	$1.04M	Buy	19,676 +2,349	+14%	+$128K	0.21%	86
2023 Q2	$932K	Buy	17,327 +1,125	+7%	+$59.8K	0.19%	96
2023 Q1	$857K	Buy	16,202 +744	+5%	+$39.5K	0.18%	103
2022 Q4	$779K	Buy	15,458 +10,700	+225%	+$523K	0.17%	106
2022 Q3	$218K	Buy	+4,758	New	+$242K	0.05%	197

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Grove Bank & Trust's AVEM Position: Q2 2026 in Review

Grove Bank & Trust increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.5% in Q2 2026, buying an estimated $108K and bringing the position to 78,354 shares worth $7.56M. The position accounts for 0.75% of the portfolio, ranked #36.

Grove Bank & Trust first reported a position in AVEM in Q3 2022 and has held it in 16 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Grove Bank & Trust held 78,354 shares of Avantis Emerging Markets Equity ETF worth $7.56M as of Q2 2026.
Grove Bank & Trust bought 1,172 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $108K.
Avantis Emerging Markets Equity ETF made up 0.75% of Grove Bank & Trust's portfolio in Q2 2026, its #36 holding.
Grove Bank & Trust first reported a position in Avantis Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.