MB Generational Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

MB Generational Wealth’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	$1.64M	Hold	20,396	–	–	0.91%	23
2025 Q4	$1.57M	Hold	20,396	–	–	0.83%	26
2025 Q3	$1.53M	Buy	+20,396	New	+$1.46M	0.97%	17
2025 Q1	$597K	Buy	9,923 +1,185	+14%	+$71.3K	0.45%	27
2024 Q4	$514K	Sell	8,738 -1,257	-13%	-$78.2K	0.38%	33
2024 Q3	$646K	Buy	9,995 +1,650	+20%	+$101K	0.46%	26
2024 Q2	$510K	Hold	8,345	–	–	0.4%	29
2024 Q1	$484K	Hold	8,345	–	–	0.38%	29
2023 Q4	$471K	Buy	+8,345	New	+$449K	0.44%	28

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

MB Generational Wealth's AVEM Position: Q1 2026 in Review

MB Generational Wealth held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q1 2026 at 20,396 shares worth $1.64M. The position accounts for 0.91% of the portfolio, ranked #23.

MB Generational Wealth first reported a position in AVEM in Q4 2023 and has held it in 9 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

MB Generational Wealth held 20,396 shares of Avantis Emerging Markets Equity ETF worth $1.64M as of Q1 2026.
MB Generational Wealth left its Avantis Emerging Markets Equity ETF share count unchanged in Q1 2026.
Avantis Emerging Markets Equity ETF made up 0.91% of MB Generational Wealth's portfolio in Q1 2026, its #23 holding.
MB Generational Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 9 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.