PSFG
AVEM icon

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

Park Square 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
2025
Q3 		– Sell
-16
Closed -$1.1K – 304
2025
Q2 		$1.1K Hold
16
– – ﹤0.01% 946
2025
Q1 		$963 Hold
16
– – ﹤0.01% 904
2024
Q4 		$941 Buy
+16
New +$996 ﹤0.01% 894

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Park Square Financial Group's AVEM Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2025, closing a stake of 16 shares — an estimated $1.1K sold.

Park Square Financial Group first reported a position in AVEM in Q4 2024 and held it in 3 quarters. The position peaked at $1.1K in Q2 2025. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 16 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $1.1K.
  • Park Square Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Avantis Emerging Markets Equity ETF position peaked at $1.1K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.