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Prosperity Consulting Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Prosperity Consulting Group’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
Q2 		$3.27M Buy
33,845
+790
+2% +$72.9K 0.12% 124
2026
Q1 		$2.66M Sell
33,055
-311
-0.9% -$25.8K 0.12% 130
2025
Q4 		$2.57M Sell
33,366
-1,892
-5% -$145K 0.12% 131
2025
Q3 		$2.65M Sell
35,258
-2,726
-7% -$195K 0.13% 129
2025
Q2 		$2.6M Sell
37,984
-848
-2% -$53.4K 0.19% 119
2025
Q1 		$2.34M Sell
38,832
-1,257
-3% -$75.6K 0.18% 131
2024
Q4 		$2.36M Sell
40,089
-680
-2% -$42.3K 0.18% 129
2024
Q3 		$2.63M Sell
40,769
-1,307
-3% -$80K 0.21% 118
2024
Q2 		$2.57M Sell
42,076
-3,275
-7% -$196K 0.35% 74
2024
Q1 		$2.63M Sell
45,351
-3,849
-8% -$216K 0.33% 85
2023
Q4 		$2.77M Sell
49,200
-15,070
-23% -$811K 0.93% 25
2023
Q3 		$3.39M Sell
64,270
-8,497
-12% -$462K 1.56% 18
2023
Q2 		$3.92M Buy
72,767
+2,237
+3% +$119K 2.41% 11
2023
Q1 		$3.73M Buy
70,530
+5,210
+8% +$277K 2.36% 12
2022
Q4 		$3.3M Buy
+65,320
New +$3.19M 2.2% 10

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Prosperity Consulting Group's AVEM Position: Q2 2026 in Review

Prosperity Consulting Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.4% in Q2 2026, buying an estimated $72.9K and bringing the position to 33,845 shares worth $3.27M. The position accounts for 0.12% of the portfolio, ranked #124.

Prosperity Consulting Group first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.92M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Prosperity Consulting Group held 33,845 shares of Avantis Emerging Markets Equity ETF worth $3.27M as of Q2 2026.
  • Prosperity Consulting Group bought 790 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $72.9K.
  • Avantis Emerging Markets Equity ETF made up 0.12% of Prosperity Consulting Group's portfolio in Q2 2026, its #124 holding.
  • Prosperity Consulting Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Consulting Group's Avantis Emerging Markets Equity ETF position peaked at $3.92M in Q2 2023.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.