MAM
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McLean Asset Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

McLean Asset Management’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 		$39.6M Buy
491,761
+26,541
+6% +$2.2M 6.93% 4
2025
Q4 		$37.7M Buy
465,220
+118,083
+34% +$9.04M 6.75% 4
2025
Q3 		$26.6M Buy
347,137
+209,408
+152% +$15M 5.47% 5
2025
Q2 		$9.51M Buy
137,729
+17,132
+14% +$1.08M 2.5% 13
2025
Q1 		$6.4M Buy
120,597
+30,635
+34% +$1.84M 2.11% 14
2024
Q4 		$5.29M Buy
89,962
+9,382
+12% +$584K 1.59% 17
2024
Q3 		$5.3M Sell
80,580
-7,224
-8% -$442K 1.6% 17
2024
Q2 		$5.52M Buy
87,804
+13,215
+18% +$792K 1.79% 16
2024
Q1 		$4.43M Buy
74,589
+70
+0.1% +$3.94K 1.52% 16
2023
Q4 		$4.12M Buy
74,519
+12,524
+20% +$674K 1.55% 16
2023
Q3 		$3.3M Buy
61,995
+561
+0.9% +$30.5K 1.35% 18
2023
Q2 		$3.31M Buy
61,434
+2,110
+4% +$112K 1.3% 19
2023
Q1 		$3.14M Sell
59,324
-43,197
-42% -$2.29M 1.29% 20
2022
Q4 		$5.17M Buy
102,521
+79,082
+337% +$3.87M 1.76% 14
2022
Q3 		$1.1M Buy
23,439
+9,656
+70% +$492K 0.42% 29
2022
Q2 		$698K Buy
+13,783
New +$763K 0.28% 41

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

McLean Asset Management's AVEM Position: Q1 2026 in Review

McLean Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.7% in Q1 2026, buying an estimated $2.2M and bringing the position to 491,761 shares worth $39.6M. The position accounts for 6.93% of the portfolio, ranked #4.

McLean Asset Management first reported a position in AVEM in Q2 2022 and has held it in 16 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • McLean Asset Management held 491,761 shares of Avantis Emerging Markets Equity ETF worth $39.6M as of Q1 2026.
  • McLean Asset Management bought 26,541 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.2M.
  • Avantis Emerging Markets Equity ETF made up 6.93% of McLean Asset Management's portfolio in Q1 2026, its #4 holding.
  • McLean Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • 915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.