Montgomery Financial Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Montgomery Financial Services’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	$6.85K	Buy	+71	New	+$6.55K	0.01%	204

Other funds holding AVEM

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 $80B AUM 26.12% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Montgomery Financial Services's AVEM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 71 shares worth $6.85K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings.

973 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Montgomery Financial Services held 71 shares of Avantis Emerging Markets Equity ETF worth $6.85K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Montgomery Financial Services position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #204 holding.
973 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.