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

PFG Private 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
Q4 		– Sell
-5,505
Closed -$413K – 80
2025
Q3 		$413K Buy
+5,505
New +$393K 0.18% 76

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PFG Private Wealth Management's AVEM Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 5,505 shares — an estimated $413K sold.

PFG Private Wealth Management first reported a position in AVEM in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 5,505 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $413K.
  • PFG Private Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $413K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.