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Orion Portfolio Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$33.5M Buy
557,208
+87,324
+19% +$5.25M 0.33% 49
2024
Q4 		$27.6M Sell
469,884
-17,680
-4% -$1.1M 0.28% 62
2024
Q3 		$31.5M Sell
487,564
-38,303
-7% -$2.34M 0.31% 54
2024
Q2 		$32.1M Buy
525,867
+190,528
+57% +$11.4M 0.34% 50
2024
Q1 		$19.4M Buy
335,339
+322,921
+2,600% +$18.2M 0.21% 96
2023
Q4 		$688K Buy
+12,418
New +$668K 0.01% 1092

Other funds holding AVEM

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Orion Portfolio Solutions's AVEM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q1 2025, buying an estimated $5.25M and bringing the position to 557,208 shares worth $33.5M. The position accounts for 0.33% of the portfolio, ranked #49.

Orion Portfolio Solutions first reported a position in AVEM in Q4 2023 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold AVEM as of Q1 2025.

  • Orion Portfolio Solutions held 557,208 shares of Avantis Emerging Markets Equity ETF worth $33.5M as of Q1 2025.
  • Orion Portfolio Solutions bought 87,324 Avantis Emerging Markets Equity ETF shares in Q1 2025, an estimated $5.25M.
  • Avantis Emerging Markets Equity ETF made up 0.33% of Orion Portfolio Solutions's portfolio in Q1 2025, its #49 holding.
  • Orion Portfolio Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • 552 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.