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Mutual Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mutual 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 		$2.9M Buy
36,017
+24,926
+225% +$2.07M 0.06% 290
2025
Q4 		$854K Buy
11,091
+3,716
+50% +$284K 0.02% 637
2025
Q3 		$566K Buy
7,375
+1,556
+27% +$111K 0.01% 804
2025
Q2 		$410K Sell
5,819
-296
-5% -$18.6K 0.01% 869
2025
Q1 		$368K Sell
6,115
-266
-4% -$16K 0.01% 832
2024
Q4 		$373K Buy
6,381
+7
+0.1% +$436 0.01% 815
2024
Q3 		$404K Sell
6,374
-9,247
-59% -$566K 0.01% 777
2024
Q2 		$939K Buy
15,621
+9,173
+142% +$550K 0.03% 505
2024
Q1 		$374K Hold
6,448
– – 0.01% 791
2023
Q4 		$364K Buy
6,448
+3
+0% +$161 0.01% 755
2023
Q3 		$340K Hold
6,445
– – 0.01% 741
2023
Q2 		$347K Buy
6,445
+102
+2% +$5.42K 0.01% 761
2023
Q1 		$335K Sell
6,343
-155
-2% -$8.23K 0.01% 746
2022
Q4 		$328K Sell
6,498
-46
-0.7% -$2.25K 0.01% 714
2022
Q3 		$301K Hold
6,544
– – 0.02% 712
2022
Q2 		$340K Hold
6,544
– – 0.02% 638
2022
Q1 		$388K Buy
6,544
+46
+0.7% +$2.82K 0.02% 644
2021
Q4 		$411K Buy
6,498
+38
+0.6% +$2.45K 0.02% 635
2021
Q3 		$417K Buy
6,460
+2,722
+73% +$181K 0.02% 603
2021
Q2 		$260K Buy
3,738
+467
+14% +$31.8K 0.02% 715
2021
Q1 		$215K Hold
3,271
– – 0.01% 715
2020
Q4 		$202K Buy
+3,271
New +$186K 0.02% 701

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mutual Advisors's AVEM Position: Q1 2026 in Review

Mutual Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 225% in Q1 2026, buying an estimated $2.07M and bringing the position to 36,017 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #290.

Mutual Advisors first reported a position in AVEM in Q4 2020 and has held it in 22 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Mutual Advisors held 36,017 shares of Avantis Emerging Markets Equity ETF worth $2.9M as of Q1 2026.
  • Mutual Advisors bought 24,926 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.07M.
  • Avantis Emerging Markets Equity ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #290 holding.
  • Mutual Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.