Parcion Private Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Parcion Private Wealth’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	$273K	Buy	3,383 +168	+5%	+$14K	0.02%	352
2025 Q4	$248K	Hold	3,215	–	–	0.02%	369
2025 Q3	$241K	Hold	3,215	–	–	0.02%	310
2025 Q2	$220K	Buy	+3,215	New	+$202K	0.02%	279
2024 Q4	–	Sell	-3,259	Closed	-$211K	–	243
2024 Q3	$211K	Buy	+3,259	New	+$200K	0.02%	229

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parcion Private Wealth's AVEM Position: Q1 2026 in Review

Parcion Private Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.2% in Q1 2026, buying an estimated $14K and bringing the position to 3,383 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #352.

Parcion Private Wealth first reported a position in AVEM in Q3 2024 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Parcion Private Wealth held 3,383 shares of Avantis Emerging Markets Equity ETF worth $273K as of Q1 2026.
Parcion Private Wealth bought 168 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $14K.
Avantis Emerging Markets Equity ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #352 holding.
Parcion Private Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.