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 Q3	$11.7M	Buy	136,008 +76,133	+127%	+$7.08M	0.64%	30
2026 Q2	$5.92M	Buy	59,875 +30,919	+107%	+$2.85M	0.57%	37
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Private Wealth Asset Management's AVEM Position: Q3 2026 in Review

Private Wealth Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 127% in Q3 2026, buying an estimated $7.08M and bringing the position to 136,008 shares worth $11.7M. The position accounts for 0.64% of the portfolio, ranked #30.

Private Wealth Asset Management first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Private Wealth Asset Management held 136,008 shares of Avantis Emerging Markets Equity ETF worth $11.7M as of Q3 2026.
Private Wealth Asset Management bought 76,133 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $7.08M.
Avantis Emerging Markets Equity ETF made up 0.64% of Private Wealth Asset Management's portfolio in Q3 2026, its #30 holding.
Private Wealth Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
963 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.