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 Q3	$625K	Buy	6,645 +1,127	+20%	+$105K	0.29%	71
2026 Q2	$532K	Buy	5,518 +124	+2%	+$11.4K	0.27%	79
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Milestone Asset Management Group's AVEM Position: Q3 2026 in Review

Milestone Asset Management Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 20% in Q3 2026, buying an estimated $105K and bringing the position to 6,645 shares worth $625K. The position accounts for 0.29% of the portfolio, ranked #71.

Milestone Asset Management Group first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 768 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Milestone Asset Management Group held 6,645 shares of Avantis Emerging Markets Equity ETF worth $625K as of Q3 2026.
Milestone Asset Management Group bought 1,127 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $105K.
Avantis Emerging Markets Equity ETF made up 0.29% of Milestone Asset Management Group's portfolio in Q3 2026, its #71 holding.
Milestone Asset Management Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
768 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.