Mount Yale Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mount Yale 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 Q1	$394K	Buy	+4,895	New	+$406K	0.01%	792

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mount Yale Investment Advisors's AVEM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026: 4,895 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #792 among its holdings.

916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Mount Yale Investment Advisors held 4,895 shares of Avantis Emerging Markets Equity ETF worth $394K as of Q1 2026.
Avantis Emerging Markets Equity ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Avantis Emerging Markets Equity ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #792 holding.
916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.