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Kuhn & Co Investment Counsel’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Kuhn & Co Investment Counsel’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 		$935K Buy
11,604
+2,051
+21% +$170K 0.6% 50
2025
Q4 		$736K Buy
9,553
+659
+7% +$50.4K 0.49% 61
2025
Q3 		$668K Buy
8,894
+578
+7% +$41.3K 0.53% 63
2025
Q2 		$570K Buy
8,316
+2,213
+36% +$139K 0.43% 80
2025
Q1 		$367K Buy
+6,103
New +$367K 0.31% 97

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

Kuhn & Co Investment Counsel's AVEM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 21% in Q1 2026, buying an estimated $170K and bringing the position to 11,604 shares worth $935K. The position accounts for 0.6% of the portfolio, ranked #50.

Kuhn & Co Investment Counsel first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Kuhn & Co Investment Counsel held 11,604 shares of Avantis Emerging Markets Equity ETF worth $935K as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 2,051 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $170K.
  • Avantis Emerging Markets Equity ETF made up 0.6% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #50 holding.
  • Kuhn & Co Investment Counsel first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.