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 Q3	$53.4M	Sell	567,437 -156,377	-22%	-$14.5M	0.84%	21
2026 Q2	$69.8M	Buy	723,814 +159,573	+28%	+$14.7M	0.85%	20
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	$9.8M	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Mission Wealth Management's AVEM Position: Q3 2026 in Review

Mission Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 22% in Q3 2026, selling an estimated $14.5M and leaving 567,437 shares worth $53.4M. The position accounts for 0.84% of the portfolio, ranked #21.

Mission Wealth Management first reported a position in AVEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $69.8M in Q2 2026. 498 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Mission Wealth Management held 567,437 shares of Avantis Emerging Markets Equity ETF worth $53.4M as of Q3 2026.
Mission Wealth Management sold 156,377 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $14.5M.
Avantis Emerging Markets Equity ETF made up 0.84% of Mission Wealth Management's portfolio in Q3 2026, its #21 holding.
Mission Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 11 quarters since.
Mission Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $69.8M in Q2 2026.
498 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.