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Montag & Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-2,337
Closed -$176K – 970
2025
Q3 		$176K Buy
+2,337
New +$167K 0.01% 414

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Montag & Associates's AVEM Position: Q4 2025 in Review

Montag & Associates sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 2,337 shares — an estimated $176K sold.

Montag & Associates first reported a position in AVEM in Q3 2025 and held it in 1 quarter. The position peaked at $176K in Q3 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • Montag & Associates reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 2,337 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $176K.
  • Montag & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Avantis Emerging Markets Equity ETF position peaked at $176K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.