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Plante Moran Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Plante Moran Financial 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 		– Sell
-220
Closed -$16.9K – 735
2025
Q4 		$16.9K Sell
220
-313
-59% -$24K ﹤0.01% 476
2025
Q3 		$40K Buy
+533
New +$38.1K ﹤0.01% 371

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Plante Moran Financial Advisors's AVEM Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026, closing a stake of 220 shares — an estimated $16.9K sold.

Plante Moran Financial Advisors first reported a position in AVEM in Q3 2025 and held it in 2 quarters. The position peaked at $40K in Q3 2025. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 220 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $16.9K.
  • Plante Moran Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $40K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.