MAM
AVEM icon

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

Milestone 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
Q2 		$1.59M Sell
16,521
-18,973
-53% -$1.75M 0.25% 93
2026
Q1 		$2.86M Buy
+35,494
New +$2.95M 0.53% 54

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Milestone Asset Management's AVEM Position: Q2 2026 in Review

Milestone Asset Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 53% in Q2 2026, selling an estimated $1.75M and leaving 16,521 shares worth $1.59M. The position accounts for 0.25% of the portfolio, ranked #93.

Milestone Asset Management first reported a position in AVEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.86M in Q1 2026. 193 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Milestone Asset Management held 16,521 shares of Avantis Emerging Markets Equity ETF worth $1.59M as of Q2 2026.
  • Milestone Asset Management sold 18,973 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.75M.
  • Avantis Emerging Markets Equity ETF made up 0.25% of Milestone Asset Management's portfolio in Q2 2026, its #93 holding.
  • Milestone Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's Avantis Emerging Markets Equity ETF position peaked at $2.86M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.