PWM
AVEM icon

Parkshore Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Parkshore Wealth 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
2025
Q2 		– Sell
-3,549
Closed -$214K – 65
2025
Q1 		$214K Buy
3,549
+141
+4% +$8.48K 0.12% 62
2024
Q4 		$200K Buy
+3,408
New +$212K 0.12% 67

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Parkshore Wealth Management's AVEM Position: Q2 2025 in Review

Parkshore Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2025, closing a stake of 3,549 shares — an estimated $214K sold.

Parkshore Wealth Management first reported a position in AVEM in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 580 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Parkshore Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Parkshore Wealth Management sold 3,549 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $214K.
  • Parkshore Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Parkshore Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $214K in Q1 2025.
  • 580 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Parkshore Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.