MWM
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Mission Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mission Wealth 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
Q1 		$45.5M Buy
564,241
+34,485
+7% +$2.86M 0.93% 18
2025
Q4 		$40.8M Sell
529,756
-9,964
-2% -$763K 0.81% 20
2025
Q3 		$40.5M Buy
539,720
+7,627
+1% +$545K 0.81% 21
2025
Q2 		$36.5M Buy
532,093
+121,504
+30% +$7.65M 0.78% 20
2025
Q1 		$24.7M Buy
410,589
+103,685
+34% +$6.23M 0.61% 26
2024
Q4 		$18M Buy
306,904
+70,261
+30% +$4.37M 0.42% 39
2024
Q3 		$15.3M Buy
236,643
+75,707
+47% +$4.63M 0.37% 40
2024
Q2 		$9.83M Buy
160,936
+149,718
+1,335% +$8.98M 0.26% 55
2024
Q1 		$650K Buy
+11,218
New +$631K 0.02% 372

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return