IFWM
AVEM icon

Institute for Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Institute for Wealth Management’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 		$3.14K Buy
+33
New +$3.04K ﹤0.01% 1525

Other funds holding AVEM

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Institute for Wealth Management's AVEM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 33 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

762 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Institute for Wealth Management held 33 shares of Avantis Emerging Markets Equity ETF worth $3.14K as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1525 holding.
  • 762 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.