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

Magnus 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 		– Sell
-5,213
Closed -$401K – 380
2025
Q4 		$401K Buy
5,213
+2,076
+66% +$159K 0.03% 290
2025
Q3 		$236K Buy
+3,137
New +$224K 0.02% 367

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 $424B AUM 22.94% 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

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

Magnus Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026, closing a stake of 5,213 shares — an estimated $401K sold.

Magnus Financial Group first reported a position in AVEM in Q3 2025 and held it in 2 quarters. The position peaked at $401K in Q4 2025. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Magnus Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 5,213 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $401K.
  • Magnus Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 2 quarters.
  • Magnus Financial Group's Avantis Emerging Markets Equity ETF position peaked at $401K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.