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HTG Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

HTG Investment Advisors’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 		$6.19M Buy
76,793
+1,361
+2% +$113K 1.76% 17
2025
Q4 		$5.81M Buy
75,432
+4,615
+7% +$353K 1.79% 16
2025
Q3 		$5.32M Buy
70,817
+1,589
+2% +$114K 1.79% 14
2025
Q2 		$4.74M Buy
69,228
+12,388
+22% +$780K 1.76% 14
2025
Q1 		$3.42M Buy
56,840
+3,831
+7% +$230K 1.43% 18
2024
Q4 		$3.12M Buy
53,009
+4,859
+10% +$302K 1.43% 18
2024
Q3 		$3.11M Buy
48,150
+3,065
+7% +$188K 1.47% 17
2024
Q2 		$2.75M Buy
45,085
+668
+2% +$40K 1.48% 16
2024
Q1 		$2.57M Buy
44,417
+1,814
+4% +$102K 1.49% 15
2023
Q4 		$2.4M Buy
42,603
+1,903
+5% +$102K 1.57% 17
2023
Q3 		$2.15M Buy
40,700
+1,135
+3% +$61.7K 1.72% 16
2023
Q2 		$2.13M Buy
39,565
+2,031
+5% +$108K 1.76% 16
2023
Q1 		$1.99M Buy
37,534
+1,313
+4% +$69.7K 1.81% 15
2022
Q4 		$1.83M Buy
+36,221
New +$1.77M 1.85% 13

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HTG Investment Advisors's AVEM Position: Q1 2026 in Review

HTG Investment Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.8% in Q1 2026, buying an estimated $113K and bringing the position to 76,793 shares worth $6.19M. The position accounts for 1.76% of the portfolio, ranked #17.

HTG Investment Advisors first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • HTG Investment Advisors held 76,793 shares of Avantis Emerging Markets Equity ETF worth $6.19M as of Q1 2026.
  • HTG Investment Advisors bought 1,361 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $113K.
  • Avantis Emerging Markets Equity ETF made up 1.76% of HTG Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • HTG Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.