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HM Payson & Co’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

HM Payson & Co’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 		$27.4K Hold
284
– – ﹤0.01% 817
2026
Q1 		$22.9K Hold
284
– – ﹤0.01% 827
2025
Q4 		$21.9K Hold
284
– – ﹤0.01% 824
2025
Q3 		$21.3K Buy
+284
New +$20.3K ﹤0.01% 828

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

HM Payson & Co's AVEM Position: Q2 2026 in Review

HM Payson & Co held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q2 2026 at 284 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

HM Payson & Co first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • HM Payson & Co held 284 shares of Avantis Emerging Markets Equity ETF worth $27.4K as of Q2 2026.
  • HM Payson & Co left its Avantis Emerging Markets Equity ETF share count unchanged in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #817 holding.
  • HM Payson & Co first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.