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

Midwestern Financial’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	$6.75M	Buy	83,826 +5,602	+7%	+$465K	5.31%	5
2025 Q4	$6.02M	Buy	78,224 +3,210	+4%	+$246K	4.98%	6
2025 Q3	$5.63M	Buy	75,014 +4,192	+6%	+$299K	4.84%	7
2025 Q2	$4.85M	Buy	+70,822	New	+$4.46M	4.55%	7

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

Midwestern Financial's AVEM Position: Q1 2026 in Review

Midwestern Financial increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.2% in Q1 2026, buying an estimated $465K and bringing the position to 83,826 shares worth $6.75M. The position accounts for 5.31% of the portfolio, ranked #5.

Midwestern Financial first reported a position in AVEM in Q2 2025 and has held it in 4 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Midwestern Financial held 83,826 shares of Avantis Emerging Markets Equity ETF worth $6.75M as of Q1 2026.
Midwestern Financial bought 5,602 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $465K.
Avantis Emerging Markets Equity ETF made up 5.31% of Midwestern Financial's portfolio in Q1 2026, its #5 holding.
Midwestern Financial first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.