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Osborne Partners Capital Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Osborne Partners Capital Management’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 		$531K Buy
+5,498
New +$507K 0.03% 154

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 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Osborne Partners Capital Management's AVEM Position: Q2 2026 in Review

Osborne Partners Capital Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 5,498 shares worth $531K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Osborne Partners Capital Management held 5,498 shares of Avantis Emerging Markets Equity ETF worth $531K as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Osborne Partners Capital Management position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 0.03% of Osborne Partners Capital Management's portfolio in Q2 2026, its #154 holding.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.