Perennial Investment Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Perennial Investment Advisors’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	$2.88M	Sell	35,757 -1,261	-3%	-$105K	0.23%	91
2025 Q4	$2.85M	Buy	37,018 +6,729	+22%	+$515K	0.22%	91
2025 Q3	$2.28M	Buy	30,289 +5,207	+21%	+$372K	0.19%	101
2025 Q2	$1.72M	Buy	+25,082	New	+$1.58M	0.17%	118

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

Perennial Investment Advisors's AVEM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.4% in Q1 2026, selling an estimated $105K and leaving 35,757 shares worth $2.88M. The position accounts for 0.23% of the portfolio, ranked #91.

Perennial Investment Advisors first reported a position in AVEM in Q2 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Perennial Investment Advisors held 35,757 shares of Avantis Emerging Markets Equity ETF worth $2.88M as of Q1 2026.
Perennial Investment Advisors sold 1,261 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $105K.
Avantis Emerging Markets Equity ETF made up 0.23% of Perennial Investment Advisors's portfolio in Q1 2026, its #91 holding.
Perennial Investment Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.