Moneta Group Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Moneta Group Investment Advisors’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	$735K	Buy	+7,613	New	+$702K	0.01%	467
2026 Q1	–	Sell	-2,726	Closed	-$210K	–	810
2025 Q4	$210K	Buy	+2,726	New	+$209K	﹤0.01%	768
2023 Q2	–	Sell	-4,585	Closed	-$243K	–	546
2023 Q1	$243K	Buy	+4,585	New	+$244K	0.01%	458

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Moneta Group Investment Advisors's AVEM Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 7,613 shares worth $735K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in AVEM as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in AVEM in Q1 2023 and has held it in 3 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Moneta Group Investment Advisors held 7,613 shares of Avantis Emerging Markets Equity ETF worth $735K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Moneta Group Investment Advisors position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #467 holding.
Moneta Group Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 3 quarters since.
1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.