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Integrated Wealth Concepts’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Integrated Wealth Concepts’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 		$1.07M Buy
13,257
+9,534
+256% +$792K 0.01% 1074
2025
Q4 		$287K Buy
3,723
+183
+5% +$14K ﹤0.01% 1345
2025
Q3 		$266K Buy
+3,540
New +$253K ﹤0.01% 1698

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

Integrated Wealth Concepts's AVEM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 256% in Q1 2026, buying an estimated $792K and bringing the position to 13,257 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1074.

Integrated Wealth Concepts first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Integrated Wealth Concepts held 13,257 shares of Avantis Emerging Markets Equity ETF worth $1.07M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,534 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $792K.
  • Avantis Emerging Markets Equity ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1074 holding.
  • Integrated Wealth Concepts first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.