Milestone Asset Management Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Milestone Asset Management Group’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	$435K	Sell	5,394 -140	-3%	-$11.6K	0.25%	76
2025 Q4	$426K	Buy	5,534 +848	+18%	+$64.9K	0.24%	81
2025 Q3	$352K	Sell	4,686 -55	-1%	-$3.93K	0.22%	84
2025 Q2	$325K	Buy	4,741 +549	+13%	+$34.6K	0.24%	78
2025 Q1	$252K	Buy	4,192 +173	+4%	+$10.4K	0.23%	81
2024 Q4	$236K	Buy	+4,019	New	+$250K	0.21%	85

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

Milestone Asset Management Group's AVEM Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.5% in Q1 2026, selling an estimated $11.6K and leaving 5,394 shares worth $435K. The position accounts for 0.25% of the portfolio, ranked #76.

Milestone Asset Management Group first reported a position in AVEM in Q4 2024 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Milestone Asset Management Group held 5,394 shares of Avantis Emerging Markets Equity ETF worth $435K as of Q1 2026.
Milestone Asset Management Group sold 140 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $11.6K.
Avantis Emerging Markets Equity ETF made up 0.25% of Milestone Asset Management Group's portfolio in Q1 2026, its #76 holding.
Milestone Asset Management Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.