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

Private Wealth Asset 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
2026 Q1	$2.33M	Buy	28,956 +23,856	+468%	+$1.98M	0.25%	67
2025 Q4	$393K	Buy	+5,100	New	+$390K	0.04%	193

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

Private Wealth Asset Management's AVEM Position: Q1 2026 in Review

Private Wealth Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 468% in Q1 2026, buying an estimated $1.98M and bringing the position to 28,956 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #67.

Private Wealth Asset Management first reported a position in AVEM in Q4 2025 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Private Wealth Asset Management held 28,956 shares of Avantis Emerging Markets Equity ETF worth $2.33M as of Q1 2026.
Private Wealth Asset Management bought 23,856 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.98M.
Avantis Emerging Markets Equity ETF made up 0.25% of Private Wealth Asset Management's portfolio in Q1 2026, its #67 holding.
Private Wealth Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.