Key Financial Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Key Financial Inc’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	$24.3K	Hold	302	–	–	﹤0.01%	681
2025 Q4	$23.3K	Buy	302 +296	+4,933%	+$22.7K	﹤0.01%	687
2025 Q3	$455	Hold	6	–	–	﹤0.01%	1348
2025 Q2	$411	Hold	6	–	–	﹤0.01%	1345
2025 Q1	$361	Hold	6	–	–	﹤0.01%	1312
2024 Q4	$353	Hold	6	–	–	﹤0.01%	1316
2024 Q3	$388	Hold	6	–	–	﹤0.01%	1282
2024 Q2	$367	Hold	6	–	–	﹤0.01%	1274
2024 Q1	$348	Hold	6	–	–	﹤0.01%	1250
2023 Q4	$338	Hold	6	–	–	﹤0.01%	1259
2023 Q3	$317	Hold	6	–	–	﹤0.01%	1284
2023 Q2	$323	Hold	6	–	–	﹤0.01%	1328
2023 Q1	$317	Hold	6	–	–	﹤0.01%	1122
2022 Q4	$276	Hold	6	–	–	﹤0.01%	1127
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1111
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1086
2022 Q1	$0	Buy	+6	New	+$368	﹤0.01%	1063

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Key Financial Inc's AVEM Position: Q1 2026 in Review

Key Financial Inc held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q1 2026 at 302 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Key Financial Inc first reported a position in AVEM in Q1 2022 and has held it in 17 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Key Financial Inc held 302 shares of Avantis Emerging Markets Equity ETF worth $24.3K as of Q1 2026.
Key Financial Inc left its Avantis Emerging Markets Equity ETF share count unchanged in Q1 2026.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #681 holding.
Key Financial Inc first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 17 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.