Midwest Trust’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Midwest 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	$83.9M	Buy	870,014 +102,427	+13%	+$9.45M	0.95%	26
2026 Q1	$61.9M	Sell	767,587 -5,873	-0.8%	-$488K	0.77%	35
2025 Q4	$59.6M	Buy	773,460 +24,007	+3%	+$1.84M	0.74%	36
2025 Q3	$56.3M	Buy	749,453 +53,831	+8%	+$3.85M	0.73%	34
2025 Q2	$47.7M	Buy	+695,622	New	+$43.8M	0.66%	42

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Midwest Trust's AVEM Position: Q2 2026 in Review

Midwest Trust increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 13% in Q2 2026, buying an estimated $9.45M and bringing the position to 870,014 shares worth $83.9M. The position accounts for 0.95% of the portfolio, ranked #26.

Midwest Trust first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Midwest Trust held 870,014 shares of Avantis Emerging Markets Equity ETF worth $83.9M as of Q2 2026.
Midwest Trust bought 102,427 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.45M.
Avantis Emerging Markets Equity ETF made up 0.95% of Midwest Trust's portfolio in Q2 2026, its #26 holding.
Midwest Trust first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.