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Larson Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Larson Financial Group’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 		$12.9M Sell
160,126
-44,037
-22% -$3.66M 0.41% 53
2025
Q4 		$15.7M Sell
204,163
-27,205
-12% -$2.08M 0.52% 41
2025
Q3 		$17.4M Sell
231,368
-71,788
-24% -$5.13M 0.61% 32
2025
Q2 		$20.8M Sell
303,156
-75,389
-20% -$4.75M 0.83% 20
2025
Q1 		$22.8M Sell
378,545
-38,473
-9% -$2.31M 1.08% 14
2024
Q4 		$24.5M Sell
417,018
-56,305
-12% -$3.5M 1.27% 12
2024
Q3 		$30.6M Sell
473,323
-49,094
-9% -$3.01M 1.73% 8
2024
Q2 		$31.9M Sell
522,417
-40,672
-7% -$2.44M 2.18% 6
2024
Q1 		$32.6M Sell
563,089
-36,192
-6% -$2.03M 2.52% 5
2023
Q4 		$33.8M Buy
599,281
+3,275
+0.5% +$176K 2.95% 5
2023
Q3 		$31.5M Buy
596,006
+43,658
+8% +$2.37M 3.09% 4
2023
Q2 		$29.7M Buy
552,348
+41,720
+8% +$2.22M 2.97% 4
2023
Q1 		$27M Buy
510,628
+41,837
+9% +$2.22M 2.93% 4
2022
Q4 		$23.7M Sell
468,791
-90,521
-16% -$4.43M 2.83% 4
2022
Q3 		$25.7M Buy
559,312
+163,816
+41% +$8.34M 3.65% 3
2022
Q2 		$20.6M Buy
395,496
+35,793
+10% +$1.98M 3.56% 6
2022
Q1 		$21.3M Buy
359,703
+35,324
+11% +$2.17M 3.41% 6
2021
Q4 		$20.5M Buy
324,379
+52,331
+19% +$3.37M 3.26% 7
2021
Q3 		$17.6M Buy
272,048
+270,848
+22,571% +$18M 3.48% 7
2021
Q2 		$83K Buy
+1,200
New +$81.6K 0.02% 205

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

Larson Financial Group's AVEM Position: Q1 2026 in Review

Larson Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 22% in Q1 2026, selling an estimated $3.66M and leaving 160,126 shares worth $12.9M. The position accounts for 0.41% of the portfolio, ranked #53.

Larson Financial Group first reported a position in AVEM in Q2 2021 and has held it in 20 quarters since. The position peaked at $33.8M in Q4 2023. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Larson Financial Group held 160,126 shares of Avantis Emerging Markets Equity ETF worth $12.9M as of Q1 2026.
  • Larson Financial Group sold 44,037 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.66M.
  • Avantis Emerging Markets Equity ETF made up 0.41% of Larson Financial Group's portfolio in Q1 2026, its #53 holding.
  • Larson Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Avantis Emerging Markets Equity ETF position peaked at $33.8M in Q4 2023.
  • 915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.