MassMutual Private Wealth & Trust’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$24.9M	Buy	257,808 +2,974	+1%	+$274K	0.64%	42
2026 Q1	$20.5M	Sell	254,834 -3,473	-1%	-$288K	0.56%	49
2025 Q4	$19.9M	Sell	258,307 -2,958	-1%	-$226K	0.51%	47
2025 Q3	$19.6M	Sell	261,265 -12	-0%	-$857	0.5%	50
2025 Q2	$17.9M	Buy	261,277 +10,657	+4%	+$671K	0.48%	55
2025 Q1	$15.1M	Buy	+250,620	New	+$15.1M	0.44%	58
2024 Q4	–	Sell	-24	Closed	-$1.55K	–	2309
2024 Q3	$1.55K	Buy	+24	New	+$1.47K	﹤0.01%	1728

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return