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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.48M Sell
25,672
-345
-1% -$31.8K 0.57% 29
2026
Q1
$2.1M Sell
26,017
-863
-3% -$71.7K 0.55% 27
2025
Q4
$2.07M Sell
26,880
-1,127
-4% -$86.3K 0.55% 27
2025
Q3
$2.1M Sell
28,007
-1,858
-6% -$133K 0.58% 26
2025
Q2
$2.05M Sell
29,865
-258
-0.9% -$16.2K 0.68% 25
2025
Q1
$1.81M Buy
30,123
+113
+0.4% +$6.79K 0.67% 23
2024
Q4
$1.76M Sell
30,010
-135
-0.4% -$8.4K 0.68% 22
2024
Q3
$1.95M Sell
30,145
-980
-3% -$60K 0.77% 22
2024
Q2
$1.9M Sell
31,125
-1,142
-4% -$68.5K 0.82% 20
2024
Q1
$1.87M Sell
32,267
-1,437
-4% -$80.8K 0.85% 20
2023
Q4
$1.9M Buy
+33,704
New +$1.81M 0.93% 20

Other funds holding AVEM

Private Wealth Management Group's AVEM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.3% in Q2 2026, selling an estimated $31.8K and leaving 25,672 shares worth $2.48M. The position accounts for 0.57% of the portfolio, ranked #29.

Private Wealth Management Group first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Private Wealth Management Group held 25,672 shares of Avantis Emerging Markets Equity ETF worth $2.48M as of Q2 2026.
  • Private Wealth Management Group sold 345 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $31.8K.
  • Avantis Emerging Markets Equity ETF made up 0.57% of Private Wealth Management Group's portfolio in Q2 2026, its #29 holding.
  • Private Wealth Management Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.