Nations Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Nations Financial Group’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	$775K	Sell	8,033 -38	-0.5%	-$3.5K	0.04%	444
2026 Q1	$650K	Buy	8,071 +650	+9%	+$54K	0.03%	483
2025 Q4	$572K	Sell	7,421 -39	-0.5%	-$2.99K	0.03%	486
2025 Q3	$560K	Buy	7,460 +8	+0.1%	+$571	0.03%	460
2025 Q2	$511K	Hold	7,452	–	–	0.04%	447
2025 Q1	$448K	Buy	7,452 +39	+0.5%	+$2.35K	0.03%	448
2024 Q4	$436K	Hold	7,413	–	–	0.03%	475
2024 Q3	$479K	Hold	7,413	–	–	0.03%	449
2024 Q2	$453K	Buy	7,413 +543	+8%	+$32.6K	0.04%	433
2024 Q1	$398K	Hold	6,870	–	–	0.03%	478
2023 Q4	$387K	Hold	6,870	–	–	0.04%	456
2023 Q3	$363K	Hold	6,870	–	–	0.04%	451
2023 Q2	$370K	Hold	6,870	–	–	0.04%	446
2023 Q1	$363K	Buy	6,870 +287	+4%	+$15.2K	0.04%	442
2022 Q4	$332K	Hold	6,583	–	–	0.04%	450
2022 Q3	$302K	Buy	6,583 +181	+3%	+$9.21K	0.04%	392
2022 Q2	$333K	Buy	+6,402	New	+$355K	0.04%	387
2022 Q1	–	Sell	-3,559	Closed	-$225K	–	523
2021 Q4	$225K	Buy	+3,559	New	+$229K	0.03%	444

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $80.9B AUM 26.08% 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

Nations Financial Group's AVEM Position: Q2 2026 in Review

Nations Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.47% in Q2 2026, selling an estimated $3.5K and leaving 8,033 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #444.

Nations Financial Group first reported a position in AVEM in Q4 2021 and has held it in 18 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Nations Financial Group held 8,033 shares of Avantis Emerging Markets Equity ETF worth $775K as of Q2 2026.
Nations Financial Group sold 38 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.5K.
Avantis Emerging Markets Equity ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #444 holding.
Nations Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.