Morton Brown Family Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.4M Buy
480,549
+15,240
+3% +$1.41M 10.51% 2
2026
Q1
$37.5M Buy
465,309
+10,704
+2% +$889K 9.91% 2
2025
Q4
$35M Sell
454,605
-5,087
-1% -$389K 9.53% 2
2025
Q3
$34.5M Sell
459,692
-2,379
-0.5% -$170K 9.91% 2
2025
Q2
$31.7M Buy
462,071
+35,484
+8% +$2.23M 9.63% 2
2025
Q1
$25.7M Buy
426,587
+16,836
+4% +$1.01M 8.72% 2
2024
Q4
$24.1M Buy
409,751
+20,179
+5% +$1.26M 8.4% 2
2024
Q3
$25.2M Buy
389,572
+19,415
+5% +$1.19M 8.94% 2
2024
Q2
$22.7M Buy
370,157
+12,659
+4% +$759K 8.98% 2
2024
Q1
$20.7M Buy
357,498
+34,658
+11% +$1.95M 8.55% 2
2023
Q4
$18.2M Buy
322,840
+40,632
+14% +$2.19M 7.98% 2
2023
Q3
$14.9M Buy
282,208
+143,630
+104% +$7.8M 7.62% 2
2023
Q2
$7.46M Buy
138,578
+107,398
+344% +$5.71M 3.98% 9
2023
Q1
$1.65M Buy
+31,180
New +$1.66M 0.98% 20

Other funds holding AVEM

Morton Brown Family Wealth's AVEM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q2 2026, buying an estimated $1.41M and bringing the position to 480,549 shares worth $46.4M. The position accounts for 10.51% of the portfolio, ranked #2.

Morton Brown Family Wealth first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Morton Brown Family Wealth held 480,549 shares of Avantis Emerging Markets Equity ETF worth $46.4M as of Q2 2026.
  • Morton Brown Family Wealth bought 15,240 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.41M.
  • Avantis Emerging Markets Equity ETF made up 10.51% of Morton Brown Family Wealth's portfolio in Q2 2026, its #2 holding.
  • Morton Brown Family Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.