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NewSquare Capital’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

NewSquare Capital’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
2025
Q4 		– Sell
-2,799
Closed -$210K – 183
2025
Q3 		$210K Hold
2,799
– – 0.01% 185
2025
Q2 		$192K Sell
2,799
-545
-16% -$34.3K 0.01% 183
2025
Q1 		$201K Sell
3,344
-844
-20% -$50.7K 0.02% 175
2024
Q4 		$246K Sell
4,188
-941
-18% -$58.6K 0.02% 161
2024
Q3 		$331K Buy
+5,129
New +$314K 0.03% 155
2024
Q2 		– Sell
-4,188
Closed -$243K – 367
2024
Q1 		$243K Buy
+4,188
New +$235K 0.02% 151

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NewSquare Capital's AVEM Position: Q4 2025 in Review

NewSquare Capital sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 2,799 shares — an estimated $210K sold.

NewSquare Capital first reported a position in AVEM in Q1 2024 and held it in 6 quarters. The position peaked at $331K in Q3 2024. 800 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • NewSquare Capital reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,799 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $210K.
  • NewSquare Capital first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and held it in 6 quarters.
  • NewSquare Capital's Avantis Emerging Markets Equity ETF position peaked at $331K in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on NewSquare Capital's 13F filing for Q4 2025, filed 17 Feb 2026.